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Checking In with Ara – February 2024

Celebrating Milestones and Looking Ahead

Hey guys, it’s Ara with your monthly update. I just recently celebrated my 40th birthday. I had my best friend fly in from Australia. My cousins flew in from Mexico City and Denver, and we all celebrated with my family up in Los Angeles. It was a great time but now it’s time to focus and work towards to accomplishing our goals for 2024. I hope everything has been going well for you during the start of the new year. Let’s look at what’s been going on and what we can take advantage of this year going forward to help us move toward our goals.  

2023 Financial Recap and 2024 Outlook

Reflecting on the past two years, we’ve seen significant shifts in the financial landscape. The Federal Reserve’s aggressive monetary policies have elevated short-term interest rates to levels not seen since the early 2000s. This environment has seen investors gravitating towards cash-like products, balancing the need for less volatility with the desire for income. Notably, the S&P 500 made impressive strides with a 26% return in 2023. However, it’s essential to balance the risk and performance in our investment strategies.

Strategizing for 2024: Your Financial Health

In 2024, let’s give extra attention to any cash positions you hold outside your Lucia Capital Group portfolio. Our aim is to ensure these investments are yielding adequately in the current interest rate landscape.

Staying Connected: Personal and Financial Well-being

Remember, our relationship goes beyond just numbers. We believe in personal connection and regular check-ins. Annie Bush, Hank Gompers, or Steve Hague will be reaching out to schedule your review meetings in 2024. These sessions are key to ensuring your financial and personal well-being aligns with your goals.

Here’s to a prosperous and fulfilling year ahead! I look forward to connecting with you soon.  

Watch the video above to hear directly from Ara about the latest updates and insights.

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

S&P 500 Index is an unmanaged index and includes a representative sample of large-cap U.S. companies in leading industries. An investment may not be made directly in an index.

Ara Freedman is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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