The saying a picture is worth a thousand words is very true, and we have some visuals that may help put into context for you some of what you've been hearing and seeing with regard to investment markets for the start of this year.
Our team at SDT wanted to give you a historical perspective and share some information that we take in every day on your behalf to help provide you with thoughtful guidance and advice on making decisions for you, your family, and your goals.
First, we would like to thank our friends at Capital Group for their help in providing information, research, and visual aids.
Some of the themes that Shane Tenny, CFP®, managing partner at SDT, touches on include:
So, as we often say, it is definitely a great time to build and oversee a portfolio based on history and aligned with your goals and plans and not based on reacting to headlines or sensational financial news.
As always, we stand ready, willing, and able to answer any questions you have to help you and your family continue to navigate towards what's most meaningful to you. Please reach out to an SDT financial planner if you have questions or concerns.
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Shane Tenny, CFP®, is the Managing Partner of Spaugh Dameron Tenny and a nationally recognized financial advisor. Since 2000, he has combined extensive financial knowledge with a passion for behavioral finance—helping clients make informed decisions based on both data and mindset. Shane often contributes to industry publications, appears as a guest on podcasts, and has been a leader in the financial planning field for years. He is known for making complex topics clear and practical for busy, high-income professionals seeking personalized advice they can trust.
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