Simple. Secure. Connected.

At Simon Quick, we take great pride in recognizing the hard work, dedication, and leadership of our team members. As we continue to grow, it’s important to celebrate those who exemplify our culture of excellence, innovation, and teamwork.

Another year has passed since the Federal Reserve began their monetary tightening campaign to slow the rapid rise of inflation. While inflation has moderated significantly over this time, economic activity has remained surprisingly resilient. A “Soft Landing” seemed far fetched in 2022 with inflation peaking over 9%, but the likelihood of a normalization of the rate environment without the need for a recession has steadily grown over time. As shown below, outside of a soft start to 2022, GDP growth has persistently been above long-term averages.

As we step into 2025, it’s the perfect time to dust off your financial plan, review what worked in 2024, and make necessary adjustments to stay on track with your goals. Financial planning isn’t just about setting and forgetting; it’s about actively managing, adapting, and taking advantage of emerging opportunities.

We’re honored to share that Simon Quick has been named one of Worth’s Top Registered Investment Advisory (RIA) Firms for 2024. This prestigious accolade celebrates our commitment to providing exceptional wealth management services and innovative financial strategies, marking another milestone during our 20th anniversary year.