Our 2024 Mid-Year Update

It is our pleasure to report that you had a great first half of 2024 at Presilium!?

We gave you three reasons from history to remain optimistic in our January 2024 market outlook video and all have proved true so far this year:?

• The market tends to have a good follow up year after a great year
• The market tends to do well during election years.?
• This new bull market is likely to last longer.?

Your trust and belief in our strategy paid off again.?

The global economy continues to grow, and we see amazing innovation in almost every sector as companies begin to implement AI into their work processes.?

Almost all economic indicators are positive, many corporations are reporting record earnings, and most stock markets continue to make new all-time highs.?

After the great start to 2024, we wanted to reiterate our core beliefs that guide your client experience at Presilium:

1. We are a goal focused, financial planning firm first. That is the area where we believe we can make a significant difference in reaching all of your goals.?
2. We do not believe that the economy can be consistently forecast, nor the market successfully timed. We do not believe there can be any advantage gained by going in and out of markets, regardless of current conditions or especially in response to what is being reported by the news media.?
3. We believe that stocks will continue to provide the best long-term returns for our clients and are willing to ride out any temporary declines in order to earn this higher return.?
4. We believe that we can achieve the best possible results for our clients by using broadly diversified portfolios rather than choosing individual stocks and bonds and consequently subjecting them to unnecessary risk.

We strongly believe in our clients’ financial plans, and love our investment strategy and how we are presently positioned. After 23 years advising clients, we are as passionate as ever about successfully reaching their goals.?

Thank you to our amazing clients. Serving you is our life’s work, and we love working with all of you every day.?

Thank you and we look forward to a great 2nd half of 2024 with all of you.?

Watch the full episode of this week's Financial Planning Fridays, and subscribe to our Youtube Channel so you never miss an episode. Or contact us directly; schedule your 15-minute call with us today.