Welcome to your New Year!
The title is both a declaration and a dedication.
A declaration in that you have ownership and responsibility to forge 2025 into a year that will shape your future. How can we at Leading Edge Wealth Advisors help you to meet your financial goals? Please take a moment to email your advisor with a goal or two you would like to add to your plan. Share with us the first thing that comes to your mind just now – don’t be afraid to be outlandish or unique.
We want to dedicate 2025 to you – our clients and prospects. We are committed to your future financial success. The “ your” was added to the title because you have ownership in the coming year. The 2025 calendar comes to us clean and empty. Life has a habit of automatically filling with challenges; an unexpected illness or decline of a loved one. We need to intentionally fill it with positive events; a trip to someplace new, or perhaps a good old fashion birthday party with cake and singing.
We encourage you to try something new and revisit something you enjoyed. When was the last time you bought yourself a new golf club? Perhaps a boat ride to watch the sunset? Think of one of your favorite memories from 2024. What can you do to repeat that? Try to schedule that now. You have all year to make it come to fruition.
You have probably heard someone say: “it is not about timing the market; it is about your time in the market.” Long term investors in a diversified portfolio outperform investors who try to profit from short term market dynamics. A diversified allocation to the equity markets has historically been the best protection from inflation. A broadly diversified portfolio is the best way to protect against uncertainty.
We are happy to walk you through your portfolio and examine how you are prepared for the coming year.
We look forward to seeing you in 2025!
(Warren) Paul Brockett
Advisor Spotlight: (Warren) Paul Brockett
This is the first time you are hearing from me as I recently joined the team at Leading Edge Wealth Advisors. I bring with me 20 years of experience in financial planning and a lifetime of living in the Annapolis area. I live with my family of five in Severna Park where we are finishing the construction of our forever home.
2007 Tidewater Colony Drive #2B
Annapolis, MD 21401
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