Over the last four years, we have seen very challenging markets but our clients' patience and trust in our proven process is paying off. Our process starts with clarifying and constantly updating your Vision for the future. From there, we build and refine your One-Page Financial Plan to ensure those goals will be funded, regardless of market events. Through these challenging times, since we use conservative assuptions, we’ve achieved results exceeding our clients' One-Page Financial Projections with much less volatility than the overall markets. In turn, our hope is that you spend less time worrying about your money and more time enjoying it!
Our portfolios finished strong through 2023 and we are optimistic about what 2024 will bring. With interest rates increasing significantly over the last year or so and now stabilizing, the fixed income/bond allocation in the portfolio has been rebounding nicely from the low rate, low return environment of the last number of years.
Eydt Wealth Partners