Happy New Year!
The markets had it all in 2024: ups, downs, geopolitical events, politics, “Fed Speak,” etc., all of which carry great emotion for investors. It reminds me of the old saying by legendary investor Sir John Templeton: “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” In other words, investor emotions are almost always out of sync vs. where the markets are headed. Fortunately, we have just the two things to keep those emotions working FOR you instead of AGAINST you…
First, you’re invited to our hallmark workshop, “Market Volatility: Keep Calm and Plan Ahead” as we discuss the state of the financial markets. Join us Thursday, February 6th, for an 11:30 AM central time Zoom call or a live gathering at 4:00 PM at the Dubuque Golf and Country Club, 1800 Randall Pl., Dubuque. RSVP to barb.barton@wfafinet.com or 563-556-1000 and tell us which session you’ll attend and how many will be with you (family and friends are always welcome guests). Drinks and snacks on us at the live version!
Secondly, you’ll be getting our annual market risk call to help you cope with normal market volatility throughout the year. Coupled with our market update emails when things get wonky, we aim to help you understand how the markets work and why volatility occasionally flares up. As Sir John reminds us above, emotions can lead to poor investment decisions. Speaking of emotions, don’t panic when you see “563-556-1000” on your phone… I can hear you all thinking, “Did I forget my birthday and is Sarah calling to remind me?”
Thanks for being great clients. Here’s to a great 2025!