Our hope is that your family is safe and happy as we all transition into the new calendar year of 2021.
At this time each year, most of us reflect on what happened last year and most importantly what "could be" this year.
Here are two thoughts and steps you can take to make your 2021 and beyond much better than it might be otherwise.
1) Understand yourself and your desired future through a 90 minute Discovery Meeting. As a precursor to doing some planning - the Discovery meeting puts on paper what's most important in your life (values) and what are your tangible goals that support your values. It's 90 minutes that's fun, meaningful and can be done virtually. Click here to learn more including see an image of a sample Discovery Meeting Mind Map. Click here to schedule.
2) Invest successfully. The general public’s knowledge of how to measure and investment success is limited. Popular sources of information are, simply, wrong. Investment success is just as dependent on psychology as on strategy - you need both. Your action items: a) Register to watch our Q4 2020 Market Briefing on January 14, 12:30 p.m. (15-20 minutes) and b) Start watching our series of brief "Market Storytelling" videos on investing found at our "What We Do For You" web page here. (Scroll down to "Market Storytelling Chapter 1".)
We also offer a free second opinion on your current investing approach. Use the scheduling link below to schedule a 15 minute call, or just call us during regular operating hours to learn more. We will need a recent account statement of your portfolio in order to complete the analysis.
We wish you success, peace and love for 2021!
Best wishes,
John