In April, Laura, Zach, and Sophia went to the Financial Planning Association of Maryland's Annual Symposium, where topics ranged from the impact of the upcoming election on markets to Real Estate, and even explored marketing strategies for financial professionals. Laura is President of the FPA of Maryland and helped lead the event, which featured famed financial speaker Morgan Housel.
Meanwhile, Ben and his wife Amanda enjoyed some time at this year's Kestra Leaders Conference held at the historical Homestead in Hot Springs, Virginia which is for their top advisors across the country, where they were able to forge new relationships and celebrate the success of fellow financial planning professionals.
And away from the office, Ben and his son Nate represented Offit Advisors at the Maple Lawn Spring Fling!
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Definitely Ben Offit! Down to earth, super easy to work with, and a great listener! Every time we have a “what-if” panic we can meet or email our questions and he talks us off a ledge every time. :) Without him we would still be unsure if we could retire in a year and a half as planned, but now we have confidence that we can.
Wendy S.
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Happy 5 Years with Offit Advisors, Laura!
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Laura - thanks for taking a leap of faith with our firm and growing with us over the years. You have been a great asset to us and we appreciate you, watching you grow, and your hard work and effort to serve clients and make the firm a better place for all!
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The Five Key Traits of Highly Successful People
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As a financial planner, I've had the privilege of working with numerous individuals who have achieved remarkable success in their personal and professional lives. While each person's journey is unique, I've observed five common traits that set them apart from the rest. These traits are the driving forces behind their accomplishments, and I believe they can be cultivated by anyone seeking to achieve their goals. Enjoy!
1. Drive: The Engine of Success
The most successful people I work with have an insatiable drive to succeed. They're not satisfied with mediocrity and are constantly striving to improve and achieve more. This drive is not just about achieving a specific goal, but a continuous process of growth and self-improvement. It's the engine that propels them forward, even when faced with obstacles and challenges.
2. Intrinsic Motivation: The Fire Within
Successful individuals are motivated from within. They don't need external stimuli or encouragement to push them forward. Their motivation is deeply rooted in their values, passions, and desires. They're driven by a sense of purpose, and their motivation is not dependent on external factors. This intrinsic motivation gives them the strength to persevere, even when faced with adversity.
3. Resilience: Bouncing Back from Setbacks
Resilience is the ability to bounce back from setbacks, failures, and difficulties. Successful people have developed this trait, which enables them to navigate life's challenges with grace and determination. They don't get bogged down by obstacles; instead, they learn from their mistakes, dust themselves off, and move forward with renewed energy and determination.
4. Follow-Through: Turning Intentions into Action
Successful individuals are known for their reliability and accountability. They turn their intentions into actions, and their words into deeds. They're committed to following through on their promises, and their integrity is unwavering. This trait earns them the trust and respect of others, and it's a key factor in their success.
5. Positive Attitude: The Power of Optimism
A positive attitude is a hallmark of successful people. They have an optimistic outlook on life, and they believe in their ability to achieve their goals. They don't get bogged down by negativity or pessimism, and they're not deterred by setbacks. Instead, they focus on the possibilities, and they're confident in their ability to overcome challenges.
The Power of Cultivating These Traits
While these traits may come naturally to some, they can also be developed and strengthened over time. By cultivating drive, intrinsic motivation, resilience, follow-through, and a positive attitude, you'll be better equipped to achieve your goals and overcome obstacles. Remember, success is not just about achieving a specific outcome; it's about developing the character and mindset necessary to overcome challenges and achieve greatness.
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According to IMF projections, the U.S. will account for 26.3% of global GDP in 2024, the highest level in almost two decades.
The Wall Street Journal, April 25, 2024
New data by the CDC outlined another drop in US births. The total fertility rate fell from 1.66 births per woman in 2022 to 1.62 last year, the lowest rate recorded since tracking began in the 1930s.
The Wall Street Journal, April 25, 2024
New York City boasts nearly 350,000 millionaires, the highest number worldwide. This wealth concentration means roughly one in every 24 New Yorkers possesses a net worth of at least one million dollars.
Yahoo!finance, May 8, 2024
Antarctica is home to 138 volcanoes, although only two are active. Mount Erebus, one of the two and the planet’s southernmost active volcano, spews about 80 grams of gold dust into the air every day.
Yahoo!news, April 16, 2024
Research has shown that you can fit about 10 people into a square meter, crowded elevator-style. Los Angeles is about 1.2 billion square meters, which means you could easily fit the world’s population of 7.8 billion people inside the city of LA.
Interesting Facts, May 6, 2024
In 2022, the world’s airline companies mishandled an average of 7.6 pieces of baggage per 1,000 passengers. However, perfection is indeed possible, as seen by Japan’s Kansai Airport, which has not lost a single item of baggage in 30 years since it opened in September 1994.
Newsweek, May 2, 2024
“Just because they say it is impossible doesn’t mean you can’t do it.”
Roger Banister
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S&P 500 Index is an unmanaged group of securities considered to be representative of the stock market in general. You cannot directly invest in the index.
Dow Jones Industrial Average - The Dow Jones Industrial Average is a popular indicator of the stock market based on the average closing prices of 30 active U.S. stocks representative of the overall economy.
NASDAQ Composite Index measures all NASDAQ domestic and international based common type stocks listed on The NASDAQ Stock Market. Today the NASDAQ Composite includes approximately 5,000 stocks, more than most other stock market indices. Because it is so broad-based, the Composite is one of the most widely followed and quoted major market indices.
Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index which includes the 3,000 largest companies in the U.S., based on market capitalization. As of the latest reconstitution, the average market capitalization was approximately $762.8 million; the median market capitalization was approximately $613.5 million. The largest company in the index had an approximate market capitalization of $2.0 billion and a smallest of 218.4 million.
Russell 1000® Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.
Russell 1000® Value Index measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values.
Government bonds are guaranteed by the U. S. Government and, if held to maturity, offer a fixed rate of return and fixed principal value.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Offit Advisors is not affiliated with Kestra IS or Kestra AS. Offit Advisory Services, LLC is a tax firm but neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com. Investor Disclosures: https://bit.ly/KF-Disclosures
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