Thrive Through Transitions

September is a month of transitions, this year even more so. Think back to the beginning of 2020. Could you have imagined that a virus would shut down the global economy, completely change your daily routine, and put millions out of work? Probably not. But, by digging deep and finding reservoirs of resilience, you’ve managed to survive, even thrive in this new normal.

But it’s changing again. Kids are heading back to classes; some of us are heading back to the office. How is your life transitioning this fall? How have your priorities and goals changed? Your financial strategy is a reflection of your priorities and goals, so it is the ideal time to build some resiliency into it this fall.

The markets are going through a transition themselves. U.S. election is a factor, as well as the continuing pandemic. While no one knows for certain what lies ahead for this market, the best course of action is to face it with a steadfast commitment to your investment plan and to thrive through the transition with a patient, long-term orientation to the future.

Here are some articles that I found insightful. I’d love to know what you think.

Where Danger Lurks in the Big Tech Rally

Sept. 8, 2020

Unbridled optimism, the impact of options, and the speed and scale of the gains have left the…

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Staying Afloat: A Pandemic Financial Guide for Millennials

Sept. 8, 2020

Several months into the coronavirus crisis, millions of people are still suffering from the…

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Saving for Retirement Is Never Easy. The Covid Pandemic Has Made It Even Harder.

Sept. 5, 2020

Among the near-retiree set of 50- to 64-year-olds, confidence about having enough saved for…

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Adapt Your Business to the New Reality

Sept. 4, 2020

In times of crisis, it’s easy for organizations to default to old habits—but those are often the…

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Mindset Matters: Lessons Learned From The Year That Sucked!

Sept. 1, 2020

Summer is coming to a close, as we head into the home stretch, we can now look at this past year with perhaps some greater insight…

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