Happy New Year to you all! I’m always a bit surprised when another year seemsto fly by so quickly – how is it already 2025? Yet, when I stop to do an inventoryof this past year, both personally and professionally, I’m always pleased to seeprogress and forward momentum. Typically, I strive to be a glass-half-full personand when I look back upon 2024, there’s much to be happy about.
During a year that was rife with global conflict, environmental upheaval (hurricanes and extreme heat), and a US Presidential election, US domestic large cap equity markets brought double-digit returns in 2024. Other areas of our global economy also brought positive returns to varying degrees. It’s important to remember, however, that we don’t overly focus on any given twelve-month calendar period.
Overly fixating on recent performance can often lead to a myopic viewpoint and can prompt “return chasing” behavior – which doesn’t serve investors well over the long-term. At Liberty Wealth Advisors®, there’s a reason we’ve been building portfolios the way we do for over 25 years – our focus on strategic allocations, building globally diversified portfolios is a tried-and-true approach. Despite the headlines yet to come in 2025, we’ll continue to employ appropriate portfolios to manage risk according to each client’s individual goals and objectives.
There was also plenty of good news in 2024 for Liberty Wealth Advisors®. We hosted 4 client educational webinars last year. Feedback from our clients has been very positive: you are enjoying the content we put out and are finding value in these discussions. We’ve also been talking with more clients about our expanded services when additional planning assistance is needed.
Also noteworthy is the number of referrals you are sending our way! Truly, a referral to a friend or family member is the highest compliment you can give us, and we greatly appreciate this. As our firm continues to grow and help more families with their financial needs, our team will need to expand as well to meet thehigh service standards we have in place for our clients. Building out our talent pool will be an area of focusfor me in 2025, and I hope to introduce you to a new team member later this year.
Our success is truly driven by your success, which is why we focus on our clients as people and NOT justa portfolio. What happens in your life matters to us greatly, and so no matter the need, just know we’ll behere with you every step of the way.
Thank you for your continued confidence and loyalty. It is truly a privilege to serve you!