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Around The World In 100 Words-December, 2019: Week 52

Another year, another dollar -and in the case of this year, lots of them. Strong gains by equity markets have spread Christmas Cheer to everyone and we’re ringing in the New Year on a high note!

2020 marks the beginning of a new decade and with it new challenges and opportunities. Yet, true to a view of the longer term, certain principles remain constant when it comes to finances, including:

  1. The importance of goal setting
  2. Breaking down the big picture into more manageable smaller pictures 
  3. Tracking your progress over time
  4. Being realistic
  5. Defining goals in terms of values, not merely dollars
  6. Relying on your individual support network (spouse, family)
  7. Recognizing progress 

 The attached article from Forbes found here summarizes each of these points, but does so in the context of New Years’ resolutions. Specifically, how too many of us fail to keep them throughout the year including our all-too-important financial resolutions. The good news? We’re hear to help! Our role as your financial advisory team is to help you stay focused and disciplined throughout the year, even when challenges arise. That makes us your Advisor, your Coach, your Therapist, your Colleague and also your Friend.

We care about you, your family and your future. We are committed to helping you define and realize your financial resolutions. Charting your future for what comes next is our New Years’ resolution. As it is every year.

On that note, we wish you and your families a Happy New Year and look forward to speaking with you in 2020!