Navigating the New Year

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!

For New Year’s Resolutions, Never Think You’re Too Old to Become a Beginner

Jan. 1, 2021

In 2021, take on the challenge of learning a new skill or hobby as an adult. It can bring big…

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Applying 2020 Investment Lessons To Your Portfolio In 2021

Jan. 4, 2021

While 2020 was a bumpy ride in the markets, many investors found that core investment principles…

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Lessons From a Crazy Year in Financial Markets

Dec. 31, 2020

A historic downturn and dizzying comeback show markets still have the capacity to surprise us all.

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3 Financial Resolutions to Prepare Your Investments for the New Year

Dec. 30, 2020

Investors and retirement savers might be skeptical of making 2021 resolutions as vaccines roll...

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Podcast: The year that was—“Money Talks” 2020

Dec. 30, 2020

Tins of tuna and bedroom slippers, triple-digit growth and IPO implosion—what could it all mean?

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