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Dear Clients and Friends,
Welcome to another quarterly newsletter. In this quarter’s newsletter you’ll see we have several articles devoted to recent market developments following the “Liberation Day” tariffs, there’s also news about my family’s relocation to Australia, the hiring of a new Client Services Associate and our preparations for Katelyn’s impending maternity leave.
After years of dividing my time between the United States and Australia, I've decided to make Brisbane, Australia my permanent home. This move enables me to serve our Australian clients more effectively while maintaining the same exceptional service for our global client base given our US staff and my frequent travel back. My work day starts at 6am AEST to better align with all the major U.S. time zones.
In other news, I’m in advanced conversation about becoming an Australian Authorised Representative with a well respected Sydney wealth management firm which will make Arete Wealth Strategists Australia, the only wealth management registered to provide investment management and financial planning in both Australia and the United States.
I actually just got back from my first trip back to the United States since relocating to Australia on Friday of last week. The most noteworthy observation was a change in the national mood. With the reordering of global trade that the ‘Liberation Day’ tariffs herald, this fearful anticipation seems somewhat warranted.
I spent a week in the San Francisco Bay Area reconnecting with clients, discussing their financial progress, and sharing updates on Arete’s growth. Following that, I traveled to Austin, Texas, where I had the privilege of hosting the GFP CONNECT conference—a gathering of global financial planning professionals focused on advancing cross-border expertise. We had 85 attendees which was double the attendance from last year in Miami, FL, which in turn was doubled from its first year in 2023!
While in Austin, I also attended the IWI Experience conference, which provided valuable insights on the state of the US economy. These events reinforced my passion for fostering meaningful connections and staying at the forefront of global wealth management trends.
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This was my first time in Austin, TX. As a lifelong cycling fan there was one place I had to visit
Bonus points - does anyone know who owns this shop (no Google searching!)? Hint - whose bike was this?
We're thrilled to welcome Nicole Molson as our new Client Services Associate. Nicole's outstanding organizational abilities and dedication to client service make her an excellent addition to our team. She's already come to grips with our calendaring system and has been helpful in enhancing client communication and operational efficiency.
We're excited to share that Katelyn Meuse, our Wealth Advisor Associate, is preparing for maternity leave. During her absence, we've implemented plans for Ashley to assume trading responsibilities. Our team stands ready to manage her portfolios with the same dedication and attention to detail you've come to expect.
Thank you for your partnership with Arete Wealth Strategists.
Yours sincerely,
Ashley Murphy, CFP® GFP (USA) Fellow
Founder / Financial Advisor Areté Wealth Strategists, LLC.
Brisbane, QLD, Australia
CA - 2025-4-1- 2025 First Quarter Investment Report
The key improvements we've noted for 2025 include;
Please keep an eye out for the registration emails closer to the date
The Awful Feeling of a Market Downturn
Okay, is it all right to start panicking now? Many investors are asking themselves this question as the markets go through another bumpy ride.
As you almost certainly know, the markets continue to fall in response to the new tariff policies in Washington.
Social Security Fairness Act Calls for 2024 Back Payments
The SSA has confirmed that the Social Security Fairness Act would provide retroactive payments to those subject to the WEP or GPO in 2024.
Three Ways to Plan Now for a Social Security Shortfall Later
Most Americans depend on Social Security to one degree or another to help fund their retirements. But the popular federal benefit is experiencing trouble and will face a serious funding shortage within the next decade if nothing changes.
Leaked Memo Includes Major Tax Reform And Impacts U.S. Persons Abroad
A recently leaked memorandum discussed by JD Supra, has revealed potential tax reform under discussion in the U.S. House of Representatives.
The Reserve Bank of Australia (RBA) decided to lower the cash rate target to 4.10% in its February 2025 monetary policy decision—after 14 consecutive months of holding the cash rate target at 4.35%.
If you’ve been pleased with the work we’ve done together and have a friend or someone you care about facing similar challenges, we want to extend for you to make an introduction. We guide all clients through our Wealth Summit Pathway process to get to understand their most deeply held values, goals and understand their relationship to money. If we’re not the right firm to help them, we will do our best to find them the right advisor.
Please let me know if we might be of assistance.
Have a wonderful rest of your day,
Ashley Murphy, CFP® GFP (USA) Fellow
Areté Wealth Strategists, LLC.
Access our comprehensive, unbiased financial guides here.
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