What’s the Most Effective Way to Change?

If there’s one thing that 2020 has shown, it’s that big change can happen in the blink of an eye. When things change rapidly, we often make quick decisions about how to react.

But the path to real, lasting, and positive change is actually slow, maybe even boring. The pandemic has made us more focused on our retirement savings, income stability, and short term cash flow than ever before. These are important parts of your financial plan, so take the time to consider all the options before rushing into change. As your advisor, I can help you weigh your options and make an informed decision.

Here are some articles I found insightful. Enjoy them, feel free to share them, and please reach out with your thoughts or questions. I’d love to hear what changes you’re thinking about making as we wind down 2020 and prepare for the new year.

The Best Path to Long-Term Change Is Slow, Simple and Boring

Nov. 30, 2020

Many of life’s choices fall into two categories: Option A: Exciting and complex and quick, but…

Read More

Video: Morgan Stanley’s Wilson Sees ‘Raging’ Bull Market in Stocks

Nov. 28, 2020

Mike Wilson, Morgan Stanley’s chief U.S. equity strategist, says there is a potential equity…

Read More

Here Are 5 Tax Moves to Consider for an Unusual Year

Nov. 27, 2020

ear-end tax planning isn’t as straightforward as usual in 2020. Uncertainty about whether…

Read More

5 Reasons To Believe Stocks Will Gain In 2021

Nov. 26, 2020

Here are five reasons why I see stocks rallying into the end of the year—and rolling higher still…

Read More

Dow’s Rise to 30000 Heralds a Broader Stock Rally

Nov. 25, 2020

The Dow Jones Industrial Average’s ascent to 30000 Tuesday signals more companies are beginning to participate in the new bull market…

Read More