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As 2023 concludes, we look back with gratitude at personal achievements and a stronger economy. Explore our reflections and look ahead with us.
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2023 Year End Reflections - Gratitude and Growth

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Somehow, it’s already time to send our year end letter. As trite as it feels to say that ‘time flies’, each year has seemingly felt shorter and shorter. Reflecting at year end is an opportunity to express all the areas that we are grateful for. Whether personally or economically, we want to touch on these two areas of gratitude below.

Personal Gratitude

We are all fortunate to be surrounded by friends, families, and loved ones that enrich and fulfill our lives. This year in particular, we have witnessed joyous milestones among our clients—from welcoming new family members to celebrating engagements and weddings. In these cherished moments, we're reminded of the deeper purpose of our work. By offering tailored financial guidance, our aim has been to provide not just wealth management, but peace of mind. 

This peace of mind has hopefully translated into more of life’s most precious resource—time. Time that you can spend wisely with those you love the most, free from financial worries. As we reflect on these personal triumphs, we are humbled and honored to have played a part in supporting you through these significant life events.

We are grateful to have such a wonderful group of clients to work alongside. We spend our days trying our best to put you and your families in positions where you can achieve your financial goals. You have been willing and open in welcoming us into your lives and your circle of trust. You have encouraged family, friends, and colleagues to introduce themselves. It is your confidence in our firm that motivates us. You are why we look forward to what we do everyday and for that we sincerely thank you.

‍Economic Gratitude

After an incredibly unique past 3 years, we are arriving at the end of 2023 much stronger than when we entered it. It may be hard to remember, but heading into 2023 most economists were forecasting a major recession. On the backs of heightened inflation and record spikes in interest rates, it was predicted that these environments would lead to widespread layoffs and stock market declines. 

Instead, the opposite is true. The job market is healthy, the economy is strong, markets are up, inflation is coming down, and the Fed recently announced expectations to potentially cut interest rates up to three times in 2024. This is a scenario that many had hoped for, but not many had assumed would play out—yet it has.

As we look forward to 2024, we remain dedicated to helping you achieve your financial aspirations. As always, if you have any questions, comments, or concerns, please reach out. 

We wish everyone a happy holiday season and we look forward to spending another year working alongside you.

Thank you,

Brickley Wealth Management

–––

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

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Inflation

The rate at which the general level of prices for goods and services is rising, causing a decrease in purchasing power.

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Contact@brickleywealth.com
(650) 638-0111

Brickley Wealth Management is a Registered Investment Adviser*. Advisory services are only offered to clients or prospective clients where Brickley Wealth Management and its representatives are properly licensed or exempt from licensure. The information throughout this website is solely for informational purposes. The content is developed from sources believed to provide accurate information, and we conduct reasonable due diligence review however, the information contained throughout this website is subject to change without notice and is not free from error. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. We are not providing any personalized investment advice through this website. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. Brickley Wealth Management does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summary https://adviserinfo.sec.gov/firm/summary/287487. For a copy of our Privacy Notice, please go here.

*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

2020 Brickley Wealth Management. All rights reserved.
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