Simple Wealth 2024 Investor Letter

I am pleased to share my 2024 letter to clients for any of you who might have an interest.

In this year's letter, I comment on the firm's investment approach, '100 Baggers,' Microstrategy (MSTR), and the role of luck.


Thanks for reading!

Simple Wealth 2024 Investor Letter

Best,


Andy Flattery

Author

Andrew Flattery, CFP®

Andrew Flattery is a CERTIFIED FINANCIAL PLANNER™ and Principal of Flattery Wealth Management. He serves affluent families in Kansas City and nationwide. Flattery is the host of Gentleman Speculator, a podcast on legacy, investing, and the life well-lived. When he’s not helping individuals build wealth, you can catch him playing rec sports, writing children's books, and spending time with his wife and four children.

Simple Wealth Insights.

Simple Wealth Insights.