Mid Year Update

A lot has happened in the first 6 months of 2025. Here are our thoughts…

What may come as a surprise to many is despite the onslaught of scary headlines, protests and rhetoric, the S&P 500, after being down more than 20% in April is hitting new all-time highs (as of this writing).

So after a very panicky spring…

The end of the world has been delayed again.

Turns out, just like all those before...it wasn't "different this time."

There's been no shortage of doom and gloom as the news constantly makes everyone miserable. It's important to understand, however, there will always be a new crisis, recession fears or prediction of pending doom on the horizon.

While media focuses on the negative..we focus on your life.

Make no mistake, the next crisis (and any decline associated with it), like every one before it, will yield the same result...

They are all TEMPORARY.

We at Gg are the antidote for scary headlines and useless noise.

In addition to personalized planning and advice, our extensive collection of more than 50 blogs written over the past 10+ years is on our website and available you anytime.

For example, here are a few:

What about a recession? Been there done that.

Investing & politics? Covered it here.

There's always something to worry about. 

‍While the news, and those who follow it closely, are busy panicking, the greatest companies in the world continue to adjust, improve, and persevere.

And "the market" (as defined by the 500 greatest, most profitable, best managed companies in the world) continue to increase earnings and dividends at a rate much faster than inflation.

And, life goes on.

The key to successful lifetime investing comes down to three things:

Patience, Discipline & Faith in the Future.

Without these, you have little to no chance of lifetime investing success. Of course, none of these are possible without a clear financial life plan... reviewed regularly.

That’s why we exist.

So, after the crazy start to the year...what can you take away from all this?

Plan with Gg ---> Live Your Best Life.

And Repeat (at least annually).

Have additional questions?

Reach out to us anytime...we're here to help.

Be on the lookout for our timely email reminders for check in's and annual reviews.

We're grateful each and every day to work with you and be able to do what we love.

Thank you for placing your trust in our team.

Enjoy your summer.

Here’s to making meaningful memories vs. worrying about scary headlines.