Financial Planning Wrap for 2024

Watch the video above from Thayne.

As 2024 comes to a close I thought I'd take the opportunity and send a thank you note to you all as gratitude for your continued support and loyalty.

Throughout 2024 we have experienced;
1. Exceptional investment returns from all asset classes and sectors:
ASX 200 up 23%
S&P 500 up 30%
AUST. Bonds up ~4.5%

INTERNATIONAL Bonds up ~6%

Aust Retail Property Trust up 39%

2. This hopefully reminds you all that it's best to remain invested even when economic conditions are uncertain.

3. We are actively monitoring and keeping an eye on US economic data particularly to understand which direction inflation may head, how this will impact interest rates and currency valuations, will there be a resurgence of small companies, emerging markets and bond and property prices.

4. With our research team we are well positioned to keep on top of the ever changing landscape, making investment decisions to maximise returns and minimise risk with regular investment committee meetings and analysis of data.

5. For many of our actively managed investment portfolios we ranked in the top 5 if not top 10 of throughout the course of the year which is a testament to the structure of Mulcahy & Co offices, people, systems and processes that we continue to build on to provide a quality service and outcomes to you all.

6. Please remember here at Mulcahy & Co the Financial Planning team is a part of a bigger network incorporating Accounting, Lending and Legal to deliver Financial Security 360 to make sure all of your financial needs are met and complement each other to achieve your goals and objectives.

Once again I'd like to thank you for your support and wish you and your families a Merry Christmas and happy new year.

The Mulcahy & Co Financial Planning Team