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It is once again that most joyous time of year where we step back to take time with our families, reflect on the accomplishments of the year that has passed and we, the authors, have the pleasure of writing another “By the Numbers” article. This year we saw the impact of tariffs, attempted and actual assassinations, hostage releases, space rescues, a Chicago Pope, airplane crashes, wildfires, wild swings in the market, a government shutdown, deportations, protests, and the ever-evolving world of artificial intelligence that made 2025 one for the books. Here are some numbers that help to tell that story: $18.81 Trillion – Dollars invested in ETFs globally. Assets have increased 26.7% year-to-date.1 $878 Billion – Dollar value of Elon Musk’s pay package at Tesla, approved by shareholders in November. In order for Musk to realize the full amount, Tesla market capitalization must rise in value from $1.5 trillion to...
07.14.2022
"Transferring wealth during periods of depressed asset values, like coiling a spring, allows for the passing of assets with the potential to expand when the market recovers (as markets have historically always done)."
"Although the current market correction is unsettling for investors, it also presents opportunities for long-term investors who can stay invested and adjust as the cycle changes."
"The American economy is a powerful wealth creator for the patient investor willing to accept the risk and stay invested for the long haul.”
