Do Calendar Year Returns Matter?

Posted by

Tom Stadum

As a third-generation financial advisor, Tom Stadum carries on the tradition of his grandfather and father by delivering comprehensive financial plans, prudent investment strategies, and timely service.

January 7, 2023

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Overheard

“I’ll be over 5% and I see staying there for some time.”
Esther George – KC Fed President

A Suggestion

Do calendar year returns matter? Yes.

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Do calendar year returns matter? No.

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Take a second and update your personal financial statement. Understanding your net worth, how it grows and responds to the economy and markets, is critical to understanding how your future financial self will fare.

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A good proxy if you are still accumulating is are you growing faster or slower than the SP500. If you grew faster, great, try doubling down on what is working well. Have some room for improvement?

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Make the changes in your personal life to get back up to speed. Now is the perfect time to review your net worth. Find the areas for improvement, make the changes, and get back to life.

Flight Deal of the Week

Flights from where you are to Maui, Hawaii are on sale.

Level Up

If you are reading this knowing you need to take your financial life to the next level. Please reach out. Simple as that.

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