Financial Insights: Staying on track in 2025
Hello Valued Client,
With the new year in full swing, we want to take a moment to thank you for your trust and partnership. The start of 2025 brings fresh opportunities and challenges, and we remain committed to keeping a close eye on the markets, economic headlines, and geopolitical changes that may impact your financial goals. While market fluctuations are inevitable, our focus remains on disciplined, long-term planning to navigate any uncertainties with confidence.
Times like this remind me of the importance of keeping an eye on the big picture. I recently gifted my daughter her first yo-yo, and while she was amazed by the up-and-down gracefulness that the toy does so well, she eventually got dizzy by staring too intently. Her experience is similar to the old story comparing the stock market to walking up the stars with a yo-yo. If you focus too much on the daily ups and downs, you might get discouraged and not realize that in long-run, you’re higher than where you started. The short-term volatility of the market can be dizzying, so don’t forget to look up once in a while.
The theme for this year is simple, just like in previous years: Stay the course. Market cycles come and go, but history has shown that patience and strategic decision-making yield the best results over time. Our team is always analyzing the latest developments and adjusting our approach if needed to ensure your portfolio stays aligned with your financial objectives. No matter what headlines may bring, our priority is helping you maintain a strong and steady path toward your goals.
We look forward to meeting with you this year. If you have any questions or would like to schedule a review meeting or phone call, please reach out to us.
Best regards,
Alan Hensley, CFP®
Wealth Advisor – Financial Insights Wealth Management