ray of light near body of water by SpaceX courtesy of Unsplash.

It is no secret that inflation and rising interest rates were prevalent as we entered 2023, but what should be on your radars for 2024 as investors?

Helium Advisors |

It is no secret that inflation and rising interest rates were prevalent as we entered 2023, but what should be on your radars for 2024 as investors? One piece of the puzzle is direct indexing. Direct indexing is a savvy strategy that can net big savings come tax time. Our Chief Investment Officer Cyrus Amini, CFA, Esq. Amini states in Forbes Advisor, “The approach enables more personalization, while also being cost effective and can help investors avoid overloading their portfolio with highly priced stocks or sectors in favor of areas with more potential going forward." As you are thinking about your investing goals for 2024, view all the trends and advice the experts have for you in the latest by E. Napoletano.

https://www.forbes.com/advisor/investing/top-investing-trends-2024/