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Doxa Takes
Chase Lee, CFA
26 episodes
3 days ago
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
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All content for Doxa Takes is the property of Chase Lee, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
Show more...
Investing
Business
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2024 Outlook (Ep.12)
Doxa Takes
43 minutes 42 seconds
1 year ago
2024 Outlook (Ep.12)

In the last episode of 2023, Chase and David look back on the year and provide their outlook going forward. Rates, inflation, and growth are still the prime factors driving the bus, but the importance of each seems to be shifting.

Really, this episode is just the podcast version of Doxa's "end of year note", but with an added section on financial planning focus points for 2024! Enjoy!

(3:50) What we got right & wrong in 2023.

(12:42) Financial planning into the new year.

(23:55) 2024 Market Outlook

All feedback is good feedback and don't forget to subscribe! Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.

For terms and conditions, please visit our website at ⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠

Music by ⁠⁠⁠⁠Agent Method

Doxa Takes
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.