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Checking In with Ara – January 2024

Hey guys, it’s Ara once again with your January update. I hope everyone had a great holiday season and wish you a happy new year.  It’s hard to believe it’s been over a decade since we started this journey. This month, as I celebrate my 40th birthday, I reflect on the growth and changes we’ve experienced together. Now, let’s gear up to make 2024 a year of meaningful financial achievements.

Understanding Market Fluctuations:

2024 promises to be a year of both opportunities and challenges in the financial markets. While we’ve seen positive trends, the road ahead appears complex, with potential ups and downs. Understanding these market dynamics is crucial for setting realistic and achievable financial goals.

Setting Your Financial Goals for 2024:

One thing that we want to look at is setting your financial goals since it is the beginning of the new year and seeing how the market is going to help or hinder us. The market should continue to find some support over the near term however, as we move deeper into 2024 the path forward seems kind of bumpy. We ended up positive for the year end, but we don’t necessarily know what’s going to end up happening, and, again, that’s why we create a personalized bucket strategy for YOU.

Personalized Financial Strategies for Your Life Events:

So let’s make sure we review your financial goals for 2024, whether it’s planning for retirement, setting up funds for a vacation, or paying for a wedding. Let’s get a plan together and see what we can do to help you work towards your goals for 2024. I look forward to speaking to you and I’ll talk to 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.

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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