By Bill Taber
The TABER Asset Management team would like to wish you and your loved ones Happy Holidays!
The arrival of the holiday season signals the end of a positive year in the financial markets. Through sticky inflation, falling interest rates, continued unrest in key regions abroad, and a tumultuous U.S. presidential race at home, you trusted us to guide you successfully toward your financial goals.
Through our financial services, we focus on building your wealth and creating a positive financial difference in your lives and for your families. We’re honored to work alongside you to create personal strategies to allow you to do the things in life that are really important for you.
This holiday season, it’s our humble desire that you experience joy and peace, knowing TABER Asset Management is looking out for your financial well-being.
Planning for the Future and Reflecting on the Past
Throughout 2024, our team made an effort to learn about you, your values, and your goals. Together, we developed strategies and built a road map to a more prosperous future. Now we hope you’re looking forward to making lasting memories with your family and friends as the year draws to a close.
In that vein, we want to share some of the exciting memories the TABER Asset Management family created in 2024.
Continuous Learning to Benefit You
In July, Anastasia flew across the pond to London, England, to improve her podcasting skills through an auditory performance class at the London Academy of Music and Dramatic Arts. She also attended the Financial Planning Association’s NexGen conference in Phoenix, Arizona, in August.
Maintaining a Good Work-Life Balance
Part of working hard is knowing how and when to recharge. In 2024, I took time out for myself and my family.
My wife, Susan, and I took a 15-day guided land tour of Alaska, exploring Fairbanks before expanding south to Seward and east to Valdez. One of my greatest thrills was co-piloting a plane over Denali, the highest mountain peak in North America. I also spent some much-needed downtime tending my Japanese garden and visiting family across the country.
Enjoying the Simple Things
During her time off, Carla got in touch with some of life’s simple pleasures. She welcomed a chocolate Labrador Retriever puppy named Remi into her home. She and her husband, Todd, also hit the road for a series of camping trips throughout Iowa and Kansas.
Weddings, Gatherings, and New Additions
During the year, the TABER Asset Management team stayed almost as busy outside the office as in it!
In May, Anastasia and her husband, Dean, attended a wedding in Napa Valley, California, at which Dean was the best man. Anastasia also helped organize family reunions for Susan's family in Des Moines, Iowa, in July and Dallas, Texas, in October.
In August, Susan flew to Virginia to celebrate her granddaughter Vivian’s second birthday, and to top it all off, Anastasia and Dean are expecting a baby boy in March of the new year.
We hope you enjoyed this brief recap of our favorite 2024 memories as much as we enjoyed sharing them with you. We look forward to hearing about the exciting adventures you and your families undertook in 2024!
Fresh Ideas for the New Year
The holidays are a great time to reflect on the year and dream of the possibilities of the year ahead. As you imagine and plan, take note of what you want your life to look like in 2025 and beyond.
When we talk in the new year, we can capture those ideas in our tailored financial planning and build strategies for investments and wealth management to help you live out those dreams in the months and years to come.
Find a Financial Advisor for the New Year and Beyond
At TABER Asset Management, we appreciate the privilege of serving you. And you can enjoy the confidence that as fiduciary financial advisors, we’re prioritizing what’s best for you. We look forward to continuing to serve you in the new year.
Would you like to get in touch before the end of the year? Schedule a phone call online or reach out to us at 515-557-1860 or invest@taberasset.com.
About Bill
Bill Taber is President and Founder of TABER Asset Management, an independent, fiduciary wealth management firm, in Des Moines, Iowa, that strives to do one thing well: manage their clients’ money by creating wealth, building wealth, growing income, and preserving capital so they can experience financial freedom. With more than four decades of experience, Bill is dedicated to building relationships with his clients and their families and walking alongside them as they navigate financial decisions. His favorite days are the ones when he gets to witness the joy and relief on his clients’ faces when they realize they can pursue their dreams and live their ideal lifestyles. Bill is known for going the extra mile, getting things done with integrity, and working with a stewardship mentality.
Bill graduated from the University of Iowa with a bachelor’s degree in business administration and fell in love with the profession when he got to help one of his first clients—his father—turn his lifetime of hard work into a dream retirement. He got his start in the industry as a corporate services representative for Bankers Trust Company and spent decades working as Assistant Vice President of E.F. Hutton & Co. and First Vice President of Principal Financial Securities. He is also a graduate of the E-Myth Worldwide Mastery Business Development Program and is Series 65 registered.
In his spare time, Bill enjoys giving back to his community and spending time with his family. His hobbies include traveling, gardening, reading, and practicing yoga, Pilates, and meditation. He also loves the simple joys of listening to music, going for walks or bike rides, and being in nature. To learn more about Bill, connect with him on LinkedIn.