Conor Feldmann and August Hemmerich January 31, 2024

Truepoint Talks Webinar: A Look Back at 2023 & Planning for the Year Ahead

Conor Feldmann and August Hemmerich January 31, 2024

Reflecting on the market events of 2023 and looking ahead into 2024 with cautious optimism, our recent Truepoint Talks webinar also provided some sound financial planning strategies to employ in the year ahead.

Some of the planning opportunities financial planner August Hemmerich covered in the webinar include:

Utilizing retirement savings accounts and Health Savings Accounts (HSAs)
Navigating college funding and the FAFSA
Converting a 529 to a Roth IRA
Using Flexible Spending Accounts (FSAs)
Saving in a high interest rate environment
Reviewing your insurance coverage

Additionally, senior portfolio manager and shareholder Conor Feldmann shared headlines from 2023 in contrast with market returns. The solution he offers for those trying to tune out the noise of the financial media with its jarring headlines is two-fold: set broad, realistic expectations about the future that are rooted in historical precedent and construct portfolios that are built to weather the unpredictable.

Feel free to share with anyone who might be interested in these tips. And as mentioned in the recording, you can follow Conor’s ongoing market commentary on Demystifying Markets.

If you have any questions about the content shared in the webinar linked above, please feel free to reach out to our team.

Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.