12 Lessons The Market Taught in 2023: Insights for Navigating 2024 1 Credit
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Every year, the markets teach investors valuable lessons about successful investment strategies. Frequently, markets revisit and reinforce these lessons from previous years, acting like remedial courses. This is why one of my favorite sayings is that there's nothing truly new in investing; it's all about the investment history you may not be aware of.Â
In 2023, investors were handed 12 crucial lessons, many of them echoing insights from the past. Sadly, numerous investors miss the opportunity to learn from these lessons, continually repeating the same mistakes. This CPE Finance Webinar will meticulously dissect each of the 12 lessons, providing historical evidence and behavioral insights that contributed to these mistakes. Armed with this knowledge, investors can steer clear of such errors in the future.
The information shared in this webinar will arm you with the wisdom needed to avoid the behavioral pitfalls that often derail investment plans. If you find data or unfamiliar terms overwhelming, fear not. I've put significant effort into explaining concepts in the simplest terms possible.Â
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Larry is the Head of Financial and Economic Research, Buckingham Wealth Partners. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.
Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).
He has also co-authored eight books about investing. His latest work, “Your Complete Guide to a Successful and Secure Retirement,” was co-authored with Kevin Grogan and published in January 2019.
In his role as chief research officer and as a member of the firm’s Investment Policy Committee Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.
Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives, The Evidence Based Investor, and Alpha Architect.
Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.
Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York
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A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
EM
Far exceeded my expectations. Should be a required course every year to keep everything in perspective.
JK
Larry does a great job of framing the issue and drawing and supporting his conclusions.
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