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ADVISOR CONNECT - April 2025 |
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From the Desk of Your Trusted Team:
Navigating Uncertainty with a Steady Hand
Recent headlines—from rising tariffs to renewed market volatility—have created fresh waves of uncertainty for investors. Understandably, many clients are asking how these developments may affect their portfolios, financial plans and long-term goals.
In the midst of this evolving landscape, we are proud to share some good news: Two of our team members, Eileen Allgrove and Nick Breit, were recently named among InvestmentNews’ 2025 Five-Star Financial Planners. This recognition reflects their deep commitment to helping clients navigate complexity with clarity, care and confidence.
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We continue to monitor markets closely, assess the economic landscape and make thoughtful adjustments to protect and grow your wealth over time. A few themes that have been top of mind this spring:
- Mid-Year Planning Reviews – With market conditions shifting, now is a good time to evaluate positioning, explore tax planning opportunities and fine-tune strategies to stay on track.
- Family Engagement & Next-Gen Education – In times of uncertainty, clarity and communication across generations are even more critical. We have helped several families initiate meaningful conversations about stewardship, legacy and shared values.
- Simplifying Complexity – Whether it’s refining cash flow structures, consolidating accounts or implementing administrative services like bill pay, we are here to help you feel more organized and in control.
We remain focused, disciplined and proactive—just as you’d expect us to be—no matter what the markets throw our way.
If someone close to you could benefit from this level of support, we’d be honored to help. Referrals remain the highest compliment we can receive. |
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Members of The Wealth Office® team recently enjoyed dinner together in CT. |
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Supercharge Your Retirement Savings |
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by Nicholas Santangelo, CFP®, Senior Consulting Analyst |
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Saving for retirement is one of the best ways to build long-term financial security. Making the most of your contributions each year can have a big, compounding impact down the road. With new contribution limits and opportunities in 2025, it is a great time to... Read More |
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Staying Calm in Uncertain Times: Navigating Volatile Markets |
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by Colin Schorsch, Consulting Analyst |
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In today’s unpredictable economic environment, market volatility remains a constant challenge for investors. Geopolitical tensions, shifts in government policy and unforeseen global events all contribute to frequent market fluctuations, often creating stress and uncertainty. Recent activity in the markets has served as a powerful reminder of just how quickly... Read More |
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Video: Aligning Your Portfolio with Your Goals |
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| Click Here to Watch |
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Team Member Spotlight: Alison Fitzgerald |
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What experience from past roles did you bring to your role at Fiducient Advisors?
I spent many years in institutional sales, so I have brought the mindset of trying to understand what the client wants and how I may be able to help the client. I also try to see the big picture and figure out what motivates people so I can help others when possible. |
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Alison Fitzgerald
Consulting Analyst |
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What do you enjoy the most about working at Fiducient Advisors?
I love working with the people at Fiducient Advisors. Everyone has been very welcoming and helpful, and I have already learned a lot. I also love getting to know the clients and helping them reach their financial goals.
What does a typical workday look like for you?
A typical workday is reading the news on my way to work. Once I’m at work, I follow up on tasks and emails and make sure I prioritize the things I need to get done for the day. If I have time, I try to read at least one piece of industry related material so I can continue to learn. I also try to learn at least one thing from a colleague and try make it a point to help colleagues, family, friends or strangers with something they need help with.
What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?
When I’m not at work, I am usually attending sporting events or other activities my kids are involved in. I also spend a lot of time with the Coleman Foundation where I’m the co-chair of the board. I enjoy reading, swimming and watching college and professional sporting events. |
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Ratings are not indicative of Fiducient Advisors' future performance. Please see the following disclosures for additional information on our awards.
Eileen Allgrove was recognized by InvestmentNews as a 5-Star Financial Planner. The award was announced on April 14, 2025. InvestmentNews conducted a nationwide survey between November 18 and December 13, 2024 to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Three hundred surveys were received, awarding 75 winners. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Fiducient Advisors made a payment of $2340 to display this ranking. Ratings are not indicative of Fiducient Advisors’ future performance.
Nicholas Breit was recognized by InvestmentNews as a 5-Star Financial Planner. The award was announced on April 14, 2025. InvestmentNews conducted a nationwide survey between November 18 and December 13, 2024 to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Three hundred surveys were received, awarding 75 winners. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Fiducient Advisors made a payment of $2340 to display this ranking. Ratings are not indicative of Fiducient Advisors’ future performance.
This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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