Stay the Course Part 2 – One Week Later

It’s hard to believe we have already completed the first quarter of 2025. Spring is here and we hope your plans for the remainder of the year are filled with experiences that help you focus on what matters most! For your Fullerton Team, the remainder of the year will bring two granddaughters, wedding celebrations this month, May and November, travel with friends and opportunities to see relatives throughout the country. We look forward to hearing about your intentions in our upcoming meetings.

Capital Markets Update

Hopefully you received our video update on Thursday April 3, 2025. If you did not, the moral of the video will come as a complete surprise: “Do Nothing and Stay the Course”. For our seasoned clients, they knew exactly what the message was once it hit the inbox. For our newer clients, we are hopeful the video was helpful and put pause on potential concerns.

We are not celebrating, or high fiving one another at the office today (Wednesday April 9, 2025 – S&P up 9.52%) or saying “I told you so”, but we are feeling a bit of relief, just as we are sure you are. Today is yet another great reminder of many things:

• Trust the process

• You cannot time the market

• “Noise” can distract you and create unnecessary anxiety and stress

• Family, friends and your sphere of influence matter most

When markets fall, it truly is a buying opportunity. If you suggest you don’t have the resources to buy more, you stay the course. Lastly, you tune out the “noise” and remind yourself, this too will pass.

There is so much in store for 2025. We look forward to discussing your personal situation and your plans for the year along with your Legacy Action Plan during your next update meeting. See below for the link to schedule your next meeting. We plan to take a deeper dive on “emotions” and being “TARIFFIED” during the next quarter. If you are also still feeling a bit concerned about your financial situation, please contact our office immediately.

Open House Invite – Please come and join us!

Invitations for our Open House went out a few weeks ago. There is still time for you to join in on the fun! Join us as we celebrate our exciting new chapter as part of the Savant Wealth Management family.

Date: Thursday, May 1, 2025

Time: 4:00 to 7:00 PM

Location: The Fullerton Office (2286 N. State College Boulevard, Fullerton, CA 92831)

RSVP: Jenny Salgado (714) 257-0800 or by email jsalgado@savantwealth.com

We will be holding a small raffle at 6:00pm. Come and experience a fun and engaging evening with friends, old and new, and delicious food and drinks. We look forward to seeing you there!

Fullerton Savant Update

We intend on providing a more detailed update on our progress with our transition from (formerly known as) Kemp Financial to Savant Wealth Management at the end of this month. Everything is progressing ahead of schedule and your Fullerton Team looks forward to completing the transition.

Our biggest upcoming shift will be shutting down our website www.kempfm.com. Your Fullerton Team can already be found on the Savant website www.savantwealth.com. Our Client Portal will still be available for quite some time and will be migrated at a later date.

Many of you have used our website for recommendations. Thank you for recommending the Fullerton Team to your friends, family and colleagues! Our website has always been an easy way for family, friends and colleagues to learn more about who we are and what we do. Most of our recommendations have started at our website for information as well as for scheduling appointments, so we are currently working on a similar path you can use for future recommendations. We will keep you posted as that develops.

You should have received your most recent quarterly Newsletter from Savant this week. We have purposely condensed the length of our newsletter so not to overload you with too much data. You should have also received an email Saturday April 6, 2025, relating to the capital markets and the tariff situations. If for some reason you are not receiving the Newsletter or emails directly from Savant, please contact Jenny at your earliest convenience.

In the interim, our update meeting reminders continue to be sent by email from Jenny Salgado. In the event you would like to schedule a meeting, please click here:  Schedule a Meeting or call Jenny at (714) 257-0800. We greatly look forward to seeing you in the upcoming days, weeks and months!