Ranch Capital Advisors

Short-term volatility is the price of admission for long-term investing success. Markets will fluctuate, but a disciplined strategy and long-term vision create lasting wealth. Stay the course and trust the process.???

Social Security benefits are changing. ?? The new Social Security Fairness Act eliminates the WEP and GPO provisions, which previously reduced Social Security benefits for public sector employees with government pensions. This is a significant change for teachers, firefighters, police officers, and other public sector workers. Abigail Skipper breaks down what this means, who qualifies, and how to take advantage of the new benefits. ?? Learn more in our latest blog: https://lnkd.in/eeaz-jCX

What’s ahead for the stock market in 2025? With economic uncertainty, a new administration, and shifting interest rates, it’s natural to have questions. Gregg Pacitti, CFP? breaks down the biggest financial concerns for the year ahead, from potential market trends to interest rate expectations and recession risks. Stay informed and position yourself for success. ?? https://lnkd.in/eZwdhCJ5

The January Barometer has historically provided insights into market performance, and 2025 is no exception. In our February Market Outlook, Brad Tremitiere CIO explores what this indicator suggests for the year ahead, the potential risks investors should watch for, and how to navigate the uncertainty. ?? Read the full analysis here: https://lnkd.in/eaQt2rUC

New year, new goals! ?? This is your sign to start 2025 off right by creating a budget that works for you. A little planning now can lead to big savings later. Let’s make this year your most financially successful yet! ??

As 2024 draws to a close, the markets continue their strong upward trajectory, defying many initial Wall Street predictions. ?? December is historically a positive month, especially in years of strong market performance. Wondering what might lie ahead for the rest of the year? Read Brad Tremitiere CIO's December Market Outlook for insights and key takeaways ?? https://lnkd.in/eT47x8S4

As we approach the end of the year, now is the time to take charge of your financial goals. ?? From maximizing retirement contributions to fine-tuning your investment strategy, these Top 10 Year-End Financial Moves by Gregg Pacitti, CFP? will help you minimize taxes, optimize savings, and prepare for a successful 2025. Start planning today! ?? https://lnkd.in/efiyPGnB

A financial plan is all about aligning your money with your life goals. Whether you’re striving for financial freedom, early retirement, or your child’s education, clear goals create purpose. How are you making your finances work for you? Let’s explore the possibilities. ?? (941) 462-2666

YBV partnered with Ranch Capital Advisors and DLR.STUDIO to spotlight the innovative story behind their Virtual Family Office (VFO) division. The VFO model is transforming wealth management by creating a centralized hub for services like investment management, financial planning, tax and legal strategies, and more. This streamlined, holistic approach makes financial guidance more accessible and efficient than ever. At YBV, we take pride in helping brands like Ranch Capital share their vision and redefine their industries through strategic storytelling. If your brand has a story to tell, we’re here to help you amplify it! https://lnkd.in/em8cJt-A

Strategizing for success in 2025! ?? Our team gathered for our annual strategic planning meeting to reflect on our mission, refine our vision, and set clear goals for 2025. We’re focused on staying true to our core values while setting the stage for a successful year ahead. With intentionality and collaboration, we’re preparing to meet challenges, seize opportunities, and deliver the best for our clients and community!