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Checking In with Ara – March 2024

Hey everyone it’s Ara with your March 2024 update. I hope everyone is doing well. I’ve been busy traveling back and forth between the San Diego and Arizona offices. Also, I’ve been looking at possibly planning a spring trip and trying to decide where I want to go. I’ve been to so many different places and trying to find someplace that’s new and exciting, and that can be a little daunting. Peru is on my radar, and time permitting, it might just be the next adventure.

Market Insights: S&P 500 Reaches New Heights

In an unexpected turn of events, the S&P 500 has soared to its all-time high, a stark contrast to its performance in 2022 and the subsequent recovery in 2023. This remarkable milestone in February 2024 serves as a testament to the unpredictable nature of the market, underscoring the importance of strategic planning. The “bucket strategy” has never been more relevant, especially in times of persistent inflation concerns. To navigate these turbulent waters, a keen focus on equities within your portfolio (Bucket Number Three) is crucial. Stay tuned for our review meetings, where we’ll introduce fresh investment ideas to bolster your financial resilience.

Enhanced Client Support

To better serve our valued clients outside of Arizona, we we’ve introduced a new extension that connects you directly with either myself, Hank Gompers, or Annie Bush, ensuring access to a live person for any inquiries. The new contact number is (800) 644-1150 x11. For our Arizona-based clients, my direct line remains (800) 644-1150 x10. Whether you need assistance with distributions, scheduling meetings, or have questions about your account, we’re here to help.

Looking Forward

Your well-being and financial security are our top priorities. I’m looking forward to our upcoming conversations and am excited to explore new opportunities together. Thank you for your continued trust and partnership. Here’s to a prosperous and adventurous spring!

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. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

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.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a 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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