It’s that time of the year again. Regardless of whether it’s in person or virtually, the holidays are an opportunity for more conversations with loved ones.
This year, let’s strive to put some positivity into our conversations. There is a lot to gripe about, but there’s more to look forward to. And the more we talk, the better we plan, prepare, and progress.
Discussing your financial goals and strategies with loved ones can help reinforce them or pivot according to new circumstances. And I’m ready to hear you—knowing more about your personal experiences and what may have changed this year will help us become even more successful in pursuing your goals and financial strategy.
Here are some articles I found insightful. Feel free to reach out, I’d love to know what you think.
How to Protect Your Investment Portfolio Amid Low Yields and High Market Volatility
Nov. 21, 2020
The search continues for a formula to succeed that simple but effective mix of 60% stocks and 40%…
Love and Money—and How They’re Connected
Nov. 20, 2020
What is your relationship style? Are you indulgent? Controlling? Nonchalant? Obsessive? Guarded? Reckless? Chances are you have the same approach when it comes to money…