The Monthly Bugle - January 2025 Newsletter (Issue #3)

havenlambert1
Jan 24
2 min read

Updated: May 21

Inauguration Day

New Year, New President

The holidays have come and gone, and with the New Year comes a significant change for America. Donald Trump was sworn into office on Monday, January 20 as the 47th President of the United States. Many are wondering what effects this incoming administration will have; Trump has thus far been vocal about his plans for tariffs, his ideas on immigration, and other issues that could have noticeable impacts on the American economy. Markets rallied after election day, but many of those gains have leveled off. What should investors expect after Inauguration Day?

Rather than trying to predict the future, we emphasize “process over prediction” and rely upon our adaptive Rules-Based Investment Discipline to guide us. Tune in to our Post Election Update for a quick refresh on what we might expect from the incoming administration.

A Retirement Plan Reminder from Joe Perdue

When Congress passed the SECURE Act 2.0, those of us approaching age 60 received a nice benefit. Beginning in 2025, Americans age 60 to 63 are eligible for a “super catch-up” contribution to their employer-sponsored retirement plans, including 401ks. Using your standard catch-up amount, 401k participants can calculate their super catch-up once they reach 60. The new value will be the greater of $10,000 or 150% of your regular catch-up contribution limit for that year. An important role of your Reveille Financial Advisor is to be aware of legislative changes that we can apply to help you reach your financial goals with minimal risk.

In Case You Missed It:

Latest Podcast Episode

Have you watched Episode 7 of Bugle Notes yet? Tune in as Ocala Managing Partner Patrick Hill discusses the looming American debt crisis with members of the Reveille Investment Committee. Bugle Notes is available on both YouTube and Spotify.

New Series Out Now

The first episode of our new series is out now! Join Managing Partner Chad Smith as he presents a weekly market update, using our Rules-Based Investment Discipline. Watch now on any of our social media channels.

Reveille Wrapped

Reveille Wrapped is here! Check out our Instagram, Facebook, LinkedIn, or X (Twitter) to see the stats from the past year at Reveille Wealth Management. We’re looking forward to another great year serving our clients in 2025!

From Our Social Media:

Facebook | Instagram | LinkedIn

X (Twitter) | YouTube | Spotify

Around The Office:

Volunteering At The Midwest Food Bank

Last month, the Reveille team spent an evening together volunteering at Midwest Food Bank in Peachtree City, Georgia. Midwest Food Bank collects food donations to repackage and distribute to those in need. Reveille helped package pasta for redistribution, which will help feed over 4,000 people in the coming weeks.

Holiday Cheer

The month of December was full of seasonal festivities in all Reveille offices! Our Florida team came together for a fun holiday lunch, where they enjoyed delicious food and played some festive games. In Peachtree City, Reveille had their annual Christmas party to celebrate a wonderful year. We hope everyone had a fulfilling and restful holiday season!

Any opinions are those of Reveille Wealth Management and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.