A Year-End Note: Gratitude, Perspective, and Looking Ahead
As the year ends, we want to take a moment to wish you and your families a happy, healthy holiday season and a strong start to the year ahead. This time of year naturally invites reflection—on where we’ve been, what we’ve navigated together, and what lies ahead.
From all of us at US Advisory Group, thank you for your continued trust, confidence, and partnership.
Thank You to Our Clients and Friends of the Firm
We do not take lightly the responsibility you place in us. Whether you’ve been working with our team for many years or joined us more recently, we are grateful for the opportunity to be part of your financial life.
Our firm continues to grow primarily through referrals—from clients, friends, and professional partners who believe in our approach and our people. That kind of growth is deeply meaningful to us, and we are sincerely thankful for it.
A Look Back at the Markets This Year
This year reminded investors—once again—that markets rarely move in straight lines.
Despite periods of volatility, uncertainty around inflation and interest rates, and a steady stream of headlines competing for attention, markets have delivered solid results overall. Beneath the surface, however, leadership has been uneven, sentiment has shifted quickly, and discipline has mattered.
For long-term investors, the key takeaway is not any single data point or short-term move, but the value of staying grounded in a well-constructed plan—one that balances growth, income, risk management, and flexibility. That approach remains central to how we manage portfolios and advise clients.
Check out our Market Outlook for 2026 on our blog for further thoughts.
Firm Updates from 2025
Recognition from LPL Financial
This year, we were honored to receive special recognition from LPL Financial through inclusion in LPL’s Ascent Club. This distinction reflects membership in a select group—approximately the top 10% of advisors among LPL’s roughly 32,000 nationwide—recognized for excellence in financial guidance and client service. We view this as a reflection of the trust our clients place in us and the consistency of our team’s approach.
Technology Improvements
We continued to invest in our technology and infrastructure to improve the client experience. Enhancements this year include easier access to client files, AI-assisted meeting note-taking to improve accuracy and follow-through, compliant text messaging, and additional upgrades underway. More to come—stay tuned.
On a Personal Note
Many of you will receive our holiday card along with this note, which offers a glimpse into life outside the office. This year brought plenty to celebrate at home as well—Tucker’s children, Abby (who just turned six) and Henry (three), and Chris’s children, Emmett (two) and Wren (almost one). We’re grateful for the support and relationships that make both our professional and personal lives so full.
Some Stats!
New Accounts: 36
New 529 College Savings Accounts: 5 (from ages Zero – 17)
Clients who Retired in 2025: 5
Clients who Changed Jobs: 5
Clients who bought or sold primary or 2nd homes: 4
First-Time Referrers: 5 (Thank you!)
Percentage of Folks who Referred Again: 95% (Thank you again!)
Instagram Account: New! Give us a Follow @usadvisorygroupwealth, our new primary social platform where we interact with the community, companies, and folks we enjoy engaging with.
Looking Ahead
As we look to the year ahead, we do so with a combination of optimism and realism.
Economic growth may moderate, interest-rate expectations will continue to evolve, and markets will almost certainly test investors’ patience at times. That is normal. It is also why planning matters more than prediction.
Again, a plug to see our Market Outlook for 2026 for further thoughts.
Our focus remains on helping clients make thoughtful decisions, manage risk appropriately, and stay aligned with their long-term goals—especially during periods when emotions or headlines might suggest otherwise.
Staying Connected
If there is anything we can help with as the new year begins—planning conversations, portfolio reviews, or simply answering questions—we encourage you to reach out.
And if you have friends, family members, or colleagues who may benefit from a second opinion or a thoughtful planning conversation, we are always happy to be a resource. An introduction is the highest compliment we can receive.
Thank you again for being part of the US Advisory Group community. We look forward to continuing the conversation in the year ahead.
