What a year 2023 was! Today, we review the year, highlighting how our clients' optimism outpaced the predictions of PhD economists regarding the market.

Even though "experts" predict a rise in the S&P to 5150 in 2024, it's all about having a plan and sticking to it. Reacting to immediate economic or political events typically leads to failure in the long run, especially considering the noise surrounding the upcoming 2024 elections.

We're committed to our disciplined approach, focusing on owning businesses and not being swayed by short-term market trends.

Here's to wise investing and a great 2024,

Brett Pattison and Brian Hunsaker