☕️ 2024 Recap & One Thing You Must Do

Happy Monday, wealthy people! 

It's mid-December and your investing girlfriend is here to remind you to lower your tax bill by doing this: tax-loss harvesting 👩‍🌾 BEFORE the year ends. Learn how in the investment strategy section below.

Since this is our last newsletter for 2024, I wanted to THANK YOU for being part of Finance Latte’s journey!

Here’s a quick recap of our year:

  • We grew to 2,000+ wonderful subscribers who get our bi-weekly newsletter.

  • We launched 3 new courses in 2024! The Stock Masterclass, and the Index Funds Masterclasses (US & European versions).

  • We started offering corporate lunch & learn sessions on investing! Does your company bring in outside speakers for educational workshops? Reply to this email to let me know 😉.

  • We launched the Investing & Other Stories Podcast 🎙️and now bring you top professional investors so you can learn directly from them! In-between guests, we have “Beginner Coffee Chat” episodes where Rebecca and I chat about all things a beginner is too afraid to ask!

    🎧 Tune in today on Spotify, Apple Podcasts, or Youtube, and don’t forget to spread the word and give us the ultimate gift of rating the show 🙏🥰.

In this newsletter:

Stock Market Update - 2024 Market Recap

Investing Strategy Corner - Tax Loss Harvesting

Chart of the Week - Only Read 1 Book

Grab your latte and let’s get started! ☕️

Margarita T., CFA

Founder, Finance Latte

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