2023 was quite an eventful year, and it unexpectedly finished with strong market returns. But what were the major contributors? And more importantly, what can we expect moving forward?

Let’s reflect on these questions with David Koren, MBA, ChFC®, CLU®, and Michael P. Smith, CFP®. Together, they explore the key factors shaping the financial landscape for 2024, highlighting both opportunities and concerns.

David and Mike discuss: 

• Recent trends for stocks, bonds, and the US economy
• The potential economic impact of AI across industries, including financial services
• How RVA Wealth Management is leveraging AI to improve client services
• Key implications of the Federal Reserve’s actions
• Investment opportunities to consider in 2024
• And more!

Connect with David Koren: 

• RVA Wealth Management
• LinkedIn: David Koren
• (804) 497-2100

Connect with Michael P. Smith:

• RVA Wealth Management
• LinkedIn: Michael P. Smith
• mike@rvawm.com
• (804) 622-1728

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