2023 was a year of challenges and growth. In this episode, we  look back at some of our significant changes, including the transition from using money managers to managing our clients’ money ourselves, and the benefits of this approach. We also talk about the importance of being adaptable and constantly learning in the financial industry. 

Plus, the value of taking the emotion out of investing and following a strategic, long-term approach and the impact of the TD Ameritrade and Charles Schwab merger on our clients. 

Lots to digest and use to make 2024 even better, we hope you enjoy the discussion. What lessons are you taking with you into this new year?