Isakov Planning Group Posts a 24% Average Annual Rate of Return for 2024
Looking back on 2024, we sincerely thank our clients for putting their trust in us to answer their financial questions and managing their investments. Our joint successes over the past 12 months testify to your confidence in our team and a consultative approach to your financial security.
By the Numbers
In 2024, we saw excellent growth and opportunity in the investment markets. At Isakov Planning Group, we posted an average rate of return of 24% over the past 12 months. This continues an impressive 3-year trend, where our average annual return was 29%. Looking back over the past 10 years, we have averaged a 17% annual rate of return, outpacing the performance of the S&P 500.
Last year was a banner year for Isakov Planning Group for an additional reason: We added more than $5 million in new assets under our management. This could not have been achieved without our existing clients referring new business to us. We thank all of our clients for recommending their family, friends, and business colleagues to Isakov Planning Group. Hopefully, our answers to your questions have opened new options and opportunities to grow your investment portfolio.
Some Tips for a Volatile 2025
Here are a couple of thoughts going forward in 2025: Interest rates are still relatively high for purchasing or borrowing. This will continue to be a factor in how people can reduce their debt. If you have questions, please contact a financial advisor like Isakov Planning Group.
With the volatility in the markets that we’ve experienced in the past few years, planning ahead is priority number 1. When viewing movements in individual equities and the market overall, try to not focus on one-day or one-week changes or reactions to news, events, or politics. It is usually more instructive to check on performance over 3 to 5 years; focusing on increases or decreases in value in performance may be detrimental in decision making regarding your investments.
At Isakov Planning Group, we work with you to help reduce debt, improve your approach to saving money, and grow your investment portfolio. Contact us today for a free, no-obligation consultation on changing your financial future.