Have Your Priorities Changed?

Many people have had to reevaluate their financial priorities over the past year. Most of us have been adapting to our new reality by focusing more on retirement savings, income stability, and short-term cash flow compared to before the pandemic began.

What’s the best way to act on your new priorities? It may be tempting to jump on the investing trends all over the news these days — things like crypto, social media-driven stock trading, even investing in sneakers.

Instead of being driven by trends, I can help you to evaluate your options so you can make an informed decision on any changes to your strategy that may be necessary to help pursue new priorities and goals.

Here are some articles I found insightful. Reach out if they spark any new ideas, or if you want to talk about what’s changed for you and your financial priorities over the past year.

The Keys to Dealing With Chronic Uncertainty

March 22, 2021

Planning and support can help us through the unpleasant surprises life keeps throwing at everyone…

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The New Stock Influencers Have Huge—and Devoted—Followings

March 21, 2021

The market’s wild ride has shown that bets—especially in individual stocks—can backfire quickly….

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From Crypto Art to Trading Cards, Investment Manias Abound

March 15, 2021

Each market frenzy seems crazier than the last. But all have the same roots.

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5 Worst Ways To Spend Your Stimulus Check

March 22, 2021

Basketball fans, check out #5…

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Some Changes That May Affect Next Year’s Tax Return

March 16, 2021

This past year may have been one of the most complicated tax seasons ever, but there are also recent updates that may affect your taxes when you file your return next year…

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