As 2024 draws to a close, we reflect on a year full of good news for investors. It has also been a truly transformative year for Lauer Private Wealth. We would like to take this opportunity to thank all our clients, team members and partners as this year has been defined by growth and purpose. While market valuations have given us much to ponder, we step into 2025 with optimism and resolve, ever committed to excellence in serving those who entrust us with their wealth.
This season invites us to pause, reflect, and embrace what truly matters: connection, gratitude, and rest. We encourage you to set aside the to-do lists, savour time with loved ones, and revel in the moments that make the holidays so special. Thank you for being part of our journey. Your trust and collaboration inspire us daily, and we look forward to sharing another year of success and purpose with you.
Why Mediocrity Is the Enemy of Great Leadership
If refining your leadership skills is a goal for 2025, this article is a must-read. It highlights the subtle yet significant impact of mediocrity—particularly among team members who seem "good enough"—and how it can quietly hinder progress. This is an invaluable perspective for anyone seeking to elevate their leadership philosophy in the coming year.
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Stocks on Pace for Best Two Years in a Quarter-Century
Maybe too broad for the December edition, but we are showing our bias in including an insightful piece from The Wall Street Journal on the S&P 500’s impressive 24% gain in 2024. While the "Mag 7" tech giants drove much of the rally, other pockets of the market are catching investor attention.
Here Are Every Generation’s Definitions of Financial Success
Nasdaq explores the striking generational differences in defining financial success, from Boomers’ modest goals to Gen Z’s sky-high expectations. This fascinating snapshot offers plenty of insights for reflection—or lively conversation at your next gathering.
As we look ahead to 2025, Lauer Private Wealth continues to expand, including welcoming new professionals to our business development team. It is an exciting time of growth, and we are thrilled to have you with us on this journey. If this newsletter sparked your interest, we invite you to share it or reach out.
Wishing you and yours a joyful holiday season and a prosperous new year filled with purpose and opportunity!
Works cited: ChatGPT, Forbes, Nasdaq, WSJ