Rebranding, Market Updates and 2024 Predictions (Ep.93)

2024-01-18

In this episode of the Retirement Plan Playbook podcast, Brent Pasqua, Matthew Theal and Joshua Winterswyk, of Evermont Wealth, discusses the company's rebranding in order to build stronger brand recognition and better align with their vision for the future. The podcast also recaps market trends from 2023. An optimistic year that defied bearish predictions, major indexes like the S&P 500 and the Nasdaq saw returns of over 24 and 43% respectively. Despite challenges like increased layoffs in a variety of sectors and potential inflation, the overarching strategy remains...

The podcast also recaps market trends from 2023. An optimistic year that defied bearish predictions, major indexes like the S&P 500 and the Nasdaq saw returns of over 24 and 43% respectively.

Despite challenges like increased layoffs in a variety of sectors and potential inflation, the overarching strategy remains passive investing. In terms of what could stall the ongoing rally, factors such as increased inflation, economic slowdown, and escalation of global conflicts were identified.

The episode also highlights the approval of Bitcoin ETFs as a revolutionary step which could steer retirement planning in 2024. Brent shares his personal plan to continue building on AI-focused stocks, reflecting a widespread optimism towards AI's future. The episode concludes with some personal anecdotes and well wishes for a great year ahead.

00:01 Introduction and Welcome Back

00:28 Discussing the Rebranding from RPA to Evermont

02:46 The Importance of a Good Company Name

04:00 The Journey to the New Brand Name: Evermont

06:28 The Significance of the New Logo

06:49 Reflecting on the Rebranding Process

08:28 The Impact of the Rebranding on the Company's Future

10:45 Recapping the Market Performance in 2023

12:54 Investing Lessons from 2023

16:23 Investing Trends for 2024

21:02 Favorite Purchases of 2023

23:03 Discussing a Recent Concert Experience