Our official 2024 Market Update is in!
2024 was an amazing year for investors. At Upward Financial Planning we doubled our assets under management by creating growth in our clients’ investments and by bringing in new clients.
Balance Dec. 31, 2022: $6,655,698
Growth: $1,363,989
Net New Client Assets: $6,775,404
Balance as of Dec. 31, 2023: $14,795,091
Our favorite sectors last year included the regional bank stocks and large bank stocks. We invested in this sector in March/April of last year after 3 regional banks failed and scared investors away. We saw this as an opportunity to “be greedy when others are fearful and fearful when others are greedy”, as Warren Buffet says.
Click here for the full market update in PDF!
When Daniel is not giving financial advice or managing investments, he enjoys renovating properties, real estate investing, drinking coffee, hanging out with friends, spending weekend trips in his camper van, and exploring the outdoors on a hiking or biking trail in his hometown of Roanoke, VA and beyond.