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Investment Commentary

December Recap Video – What Really Matters

by Dominic Ceci | Johnson Financial Group • December 23, 2024

5 minute read time

Dominic Ceci

Dominic Ceci's December Recap

View a concise recap of our team's recent insights, tying them together under the theme “What Really Matters”.

This month, we’ve delved into the importance of aligning financial goals with emotional well-being, helping our clients define a financial purpose that brings personal happiness and supports a meaningful life.

Key Insights from Our Previous Articles:

  • Emotional Balance Sheets: Just as crucial as financial balance sheets, your emotional well-being plays a significant role in making sound financial decisions. 
  • Putting Meaning to Your Money: We discussed the power of aligning your investments with your personal values and goals. 
  • What Really Matters in Investing: Strategic decisions and a long-term perspective are key to investment success. 
  • Key Policies in the News: Tariffs and tax policy have been major topics this month. 

If you missed any of our written commentaries earlier this month, you can catch up by clicking the articles below.

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Additional Articles From the "What Really Matters" Series

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This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security. Opinions expressed herein are as of the date of this report and do not necessarily represent the views of Johnson Financial Group and/or its affiliates. Johnson Financial Group and/or its affiliates may issue reports or have opinions that are inconsistent with this report. Johnson Financial Group and/or its affiliates do not warrant the accuracy or completeness of information contained herein. Such information is subject to change without notice and is not intended to influence your investment decisions. Johnson Financial Group and/or its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Certain investments, like real estate, equity investments and fixed income securities, carry a certain degree of risk and may not be suitable for all investors. An investor could lose all or a substantial amount of his or her investment. Johnson Financial Group is the parent company of Johnson Bank and Johnson Wealth Inc. NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

ABOUT THE AUTHOR

Dominic Ceci

Dominic Ceci

Chief Investment Officer | Johnson Financial Group

As Chief Investment Officer, Dominic is responsible for leading Johnson Financial Group’s investment team and overall strategy. With his deep understanding of investment strategies and portfolio construction, Dominic oversees the firm's investment committee, portfolio management and trading operations, all of which contribute to making informed investment decisions to ensure optimal performance and alignment with client goals. His unwavering commitment to delivering exceptional results has earned him a well-deserved reputation as a highly trusted and sought-after professional.