By Bill Taber
Our TABER Asset Management team wishes you a happy holiday season! There’s no denying that this year was another volatile roller coaster, but our gratitude for clients like you has never wavered. We appreciate your continued trust in us and the opportunity to provide exceptional service as we walk alongside you and your family to help you navigate financial decisions. It is our goal to help you feel confident in your future and prepared for whatever comes your way. May you experience peace and joy this holiday season, knowing that we’re here to watch over your finances.
Reflecting on 2022
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that has happened this year. It’s been a difficult year, but we are weathering the storms and are stronger for it! High inflation, continued stock market volatility, and recession concerns are still on the horizon, but we are optimistic for an improved outlook during 2023.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and feel grateful for the good things that have come from every challenge and victory.
Looking Forward to 2023
We encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year. Then let us know about any changes so that we can help you hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Everything our team at TABER Asset Management achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We trust that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!
My favorite days are the ones when I get to witness the joy and relief on my clients’ faces when they realize they can pursue their dreams and live their ideal lifestyles.
Do you have any lingering questions concerning your investments and finances? Would you like to check in before the end of the year to make sure your finances are prepared for a successful 2023 and beyond? Reach out by scheduling a phone call online, calling 515-557-1860, or emailing firstname.lastname@example.org. We look forward to hearing from you!
Please enjoy these pictures of our team from this past year!
Bill Taber is President and Founder of TABER Asset Management, an independent, fiduciary wealth management firm 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 served 11 years as a member of the Board of Trustees of Broadlawns Medical Center and 14 years as a Community Representative to their Board Finance Committee. He is also one of the founding members of the Greater Des Moines Connections Mentoring Program. When he’s not working, you can often find Bill spending time with his family and participating in one of his many hobbies, which include traveling to national parks, presidential libraries, and foreign countries; gardening; reading non-fiction; and practicing yoga, Pilates, and meditation. He also loves the simple joys of listening to music, going for walks or bike rides, and watching James Bond 007 films and any movie starring his favorite actress, Meryl Streep. To learn more about Bill, connect with him on LinkedIn.