Important Disclosures
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks including possible loss of principal.
Full Transcript
Greetings! What a difference a month makes, right? Just a few weeks ago, markets were in steep correction mode — headlines were gloomy, and patience felt like a test of faith. Fast forward to now? We've seen a strong reversal back into positive territory across all our risk models (*as of the date of this recording on May 19, 2025). It’s been a powerful reminder that staying the course often leads to rewards... if we can just hold on.
Of course — and you know I have to say this — past performance is no guarantee of future results. But what we do know is that history tends to favor those who remain calm, focused, and grounded.
That’s why I encourage you to look beyond the noise and ask: What really matters most? Is it your health? Your faith? Your family and the time you spend together?
Last year, many of you took home a copy of the Bucket List Journal, and I heard some incredible stories from it. So here’s my question for you this year as we head into the summer: What’s one thing you could do to create an unforgettable experience with the people you love? It doesn't have to be extravagant — it just has to be intentional. A road trip. A family dinner with no phones. That mission trip you’ve been putting off.
As believers, we know this life is a gift — a temporary one. So let’s steward our time well. Carpe diem. As the Latin phrase says. "Seize the day!"
We’ll keep navigating the financial path together, but don’t forget: it’s not just about money. It’s about living fully, loving deeply, and keeping our eyes on what matters.
Thanks for trusting me to walk alongside you on your financial journey and life journey. Until next time, stay focused, practice gratitude — and remember the words of Proverbs 16:9: “In their hearts humans plan their course, but the Lord establishes their steps.”
So, let’s keep planning wisely — and trusting fully. As always, thank you for your business and the privilege to serve.