Investment Takeaways From 2023 and What to Expect in 2024 with John Harms (Ep. 74)
Welcome to an insightful episode featuring John Harms, Partner and Investment Advisor Representative at SixPoint Financial Partners. In this engaging conversation, John reveals what prompted him to embark on investment planning. Furthermore, he offers a thorough recap of the investments and market dynamics of 2023.
As the episode unfolds, he discusses common mistakes observed among clients throughout the year, providing valuable lessons for all investors. Gain valuable knowledge as John addresses the critical question: When is the right time to exit a stock? Uncover practical guidance on navigating stock market fluctuations and making informed decisions.
As we wrap up, John shares his insights on what investors can anticipate in the upcoming year, equipping listeners with essential information to prepare for the challenges and opportunities ahead.
Watch The Full Episode on Youtube: https://youtu.be/c_WM6r8dmCU
During this episode, you will learn about:
[01:09] Introducing today’s guest, John Harms
[02:19] What prompted John to embark on investment planning?
[04:57] https://sixpointfp.com/
[05:35] A recap of 2023 investments and the market dynamics
[13:52] How often does he review the client’s performance?
[19:35] Mistakes John has seen from clients this year
[23:44] What is the right time to exit a stock?
[30:05] What to look forward to in 2024
[36:27] Best way to get in touch with John Harms
Website: https://sixpointfp.com/
Key Takeaways:
- Most of the significant positive market days occur after major market declines. [19:57]
- One of the best times to invest more money in the market is typically when it’s down by 30% [26:12]
- As goes January, so goes the year. [28:51]
Book Time with David Pulcini:
Connect with David Pulcini:
- info@sixpointfp.com
- SixPoint Financial
- (585) 406-4645
- LinkedIn: David Pulcini
- LinkedIn: SixPoint Financial
- Twitter: SixPoint Financial
- Facebook: SixPoint Financial
Connect with John Harms:
View The Full Episode Transcript Here
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