We made it to 2021! However, turning over a calendar page does not mean that you change your long-term financial strategy. Although the events of 2020—the pandemic, the market crash and recovery, your job status, and family health—all create an opportunity to reflect on your progress and your long-term goals.
Analysis of the markets in 2020 and forecasts for 2021 abound, but it’s important to remember that, as an individual investor, you generally don’t ‘own’ the stock market. We have personalized your portfolio to your specific needs and goals with a time frame and diversification to protect against risk.
So as we navigate through the twists and turns of the new year, let’s work together to help ensure that you stay on track to reach your destination.
Here are some articles I found insightful. I’d love to discuss them with you, as well as talk about your goals for 2021.
Happy New Year!