Partnering with an RIA – Building your Financial Legacy in 2025 and Beyond through the 7 Ps

The end of the year is typically marked by New Year’s resolutions and goals related to health, family and career. It is equally as important to assess whether 2024 financial goals were met and setting those for 2025 and beyond. Partnering with a Registered Investment Advisor (RIA) can be invaluable in helping you achieve your financial goals. Importantly, RIA’s have a fiduciary duty to act in the best interests of their client.

KYUR expects secular long-term technological, demographic and competitive trends to continue to make investing in equities an attractive long-term investment. However, post the presidential election and with the new incoming administration, KYUR anticipates increased market volatility. Factors that make it all the more important to work with an RIA who has significant experience in managing portfolios through different market cycles. [Read more…]