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Joe Robert
December 17, 2024

Your 2025 Investment Goals Start Here

As 2024 comes to a close, now is the time to set goals that will guide you through 2025.

Imagine starting the year with no plan for your investments, hoping for the best but setting no real targets.

The top 1% set clear investment goals each year, using them to avoid pitfalls, stay on track, and build wealth.

Are you ready to join them?

Personal Growth: How My 2024 Goals Changed the Game

For me, 2024 was a year of both personal and professional growth.

I set a goal to improve my endurance, and by year’s end, I’d run three half-marathons, achieving a sub-7-minute mile average in my last two races.

This goal pushed me to new limits, building resilience and focus.

I also took on a 200-mile bike ride, something I never thought possible before.

This journey taught me that goal-setting isn’t just about investing; it’s about building the discipline and mindset that lead to success.

Wins and Losses: What 2024 Taught Us

In business, we scored a big win this year.

After a full year of effort, we secured our SEC approval to offer Regulation A bonds backed by real estate and digital assets.

This approval didn’t come easily; it took months of planning and persistence.

But it positioned us to offer secure, asset-backed investments to our clients, something I’m proud of.

On the other hand, some challenges came with the territory.

Facebook ads were pricier than expected.

The digital asset market chopped around in a price range for most of the year.

More inventory was seen in real estate, cooling the market as people paused for the election cycle and holiday season.

These challenges taught a crucial lesson: Flexibility and patience are key even when you set goals.

If you're looking for predictable, fixed-rate returns to outpace inflation, get to know our fixed-rate bonds. You can earn up to 10% annually!

If you want more details, book a call with our team!

Insights That Will Shape 2025

Every year brings new “ah-ha” moments, and 2024 was no different.

One insight stood out: the resilience of the U.S. economy.

Despite global tensions and uncertainty, the economy stayed strong, even with challenges like inflation and predictions of a potential recession.

The lesson here is that opportunity exists, even when things seem uncertain.

Staying informed about economic trends isn’t just helpful, it’s essential.

For 2025, watch for moments when others hesitate; that’s often where the best opportunities lie.

Set Your 2025 Goals: Position for Growth

Setting goals isn’t just about ambition.

It’s about creating a realistic, clear plan to follow.

In 2025, consider where your investments align with key growth sectors.

Industries like AI, blockchain, and gene editing (CRISPR) are advancing quickly.

Positioning your portfolio in these areas could pay off significantly over the next decade.

Technology is changing every part of life, and aligning your investments now could be your best move.

How to Stay on Track

Setting goals is the first step, but staying on track is where the real work happens.

That’s why I recommend quarterly reviews.

A quarterly check-in lets you measure progress, adjust to market changes, and stay on target.

Markets will fluctuate, especially in an election year.

By reviewing regularly, you’ll keep your investments aligned with your long-term plan.

A Shift in Media Trust

One more thing to consider: The media landscape is shifting.

Trust in mainstream media has been fading, with individual journalists and podcasters drawing larger audiences.

Like Joe Rogan's, independent podcasts and shows often have more views than major networks.

This shift shows the power of individual voices and independent information sources.

For investors, this trend is important.

Staying informed means tuning into diverse perspectives.

Consider how this trend might impact your outlook and where you get information in 2025.

2025: Chart Your Course for Success

As you plan for 2025, remember that the past year is a guide, not a rulebook.

Stay connected to where capital flows and where young talent is heading.

Watch for emerging trends in technology and financial markets.

The year ahead will bring challenges and opportunities.

With a clear, flexible strategy, you’ll be prepared to seize them.

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