Five Tips for Level-Headed Investing in 2024 and Beyond

As we head into a new year of investing, now is a good time to consider where you’ve been and where you’re going and adjust where (and if) needed.

A young woman smiles as she types on her laptop while lying on the sofa.
(Image credit: Getty Images)

Starting a new calendar year may seem like the time to revisit your investment strategy, but remember that things don’t just reset on Jan. 1. It may be a new reporting period and an opportunity to revisit your financial goals, but it’s also an important time to brush up on investing basics. But before you consider changing investments around at the beginning of the year, keep these five points in mind:

1. Know what risks you are taking.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

To continue reading this article
please register for free

This is different from signing in to your print subscription

Why am I seeing this? Find out more here

Brian Spinelli, CFP®, AIF®
Co-Chief Investment Officer, Halbert Hargrove

Brian Spinelli is based in Halbert Hargrove’s Orange County and Long Beach offices. His responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. Brian was named to HH’s management team in 2012. He earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional. Halbert Hargrove is the creator of LifePhase Investing and headquartered in Long Beach, Calif.