As you start a new year, what can you do to increase your chances of achieving the outcome you want the most?

When you think about your future, what outcome would you prefer?

1) An Ideal outcome

2) An OK outcome

3) A Poor outcome

4) A Crisis

Each of the four scenarios can be planned or happen by default.

An ideal outcome may be comfortably retiring sooner - or having more than enough wealth, so you can help others who matter to you. Building an ideal outcome has a lot to do with planning. It is about helping you understand and achieve your savings and retirement goals. It is about being proactive when opportunities arise and managing risk along the way.

A thought for 2024: Preserve and protect.

Investing is more challenging these days. There are significant opportunities, but there are also geopolitical risks, structural challenges for democracy and increasing global polarization. It is impossible to eliminate all risks from investing, so our primary goal is to seek a reasonable amount of growth and income while doing our best to preserve and protect our clients’ assets.

Managing risk.

The use of options, futures, private debt and equity, are all tools that can enhance safety, income and diversification in ways that are proven and unique. Most investors, including advisors in the investment industry, have never had the ability to use these tools. In today’s world, not having access to them is akin to taking a knife into a gun fight. You may still win, but the odds are stacked against you.

2024 and beyond.

Regardless of what happens in the markets in 2024, you are in the driver’s seat, and we are here to help you navigate.  We thank you for your trust and our good fortune in working together.

All the best in 2024.

Your Elevate Team