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Checking In with Ara – May 2024

Hey everyone, it’s Ara with your May 2024 update. I hope you’re all doing well and gearing up for the summer vacation season. I recently had a fantastic time in Palm Springs for Passover with my family. It was great to have my sister and her family fly in from Europe and my other sister and family visit from LA. Next up, I’m thrilled to share that I’ll be heading to Peru at the end of May for about 12 days. So if you need anything while I am gone, you have both Steve Hague and Hank Gompers on the ready to help.

I can’t wait to hike Machu Picchu and immerse myself in the culture, food, and catch some waves. 

Now, let’s talk a bit about the recent market volatility. It seems the Gross Domestic Product came in lower than expected, and inflation rates haven’t dropped as quickly as anticipated. So, what does this mean for us? Well, it’s a reminder of the importance of staying consistent with our Bucket Strategy. Remember, trying to time the market is nearly impossible to get right every time. So that’s why we stick to our long-term approach and maintain a diversified portfolio when it comes to our Bucket Number Three. Remember it’s time in the market, not timing the market.

If you’re in California, you can schedule your appointment with me through Hank at 800-644-1150, Extension 11. For those in Arizona, contact Steve at Extension 10. Just tell them you’re ready to meet, and we’ll take it from there. Thanks so much for watching, and I’ll talk to you soon!

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

Important Information:

There is no guarantee that any investment strategy will meet its stated objective. All investments involve risk, including potential loss of principal.

Diversification strategies do not ensure a profit and cannot protect against losses in a declining market.

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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