A game-changing fourth quarter

October marks the start of a fresh quarter — the last one of the year. Knowing you only have 3 months left in 2022, what are you feeling pressed to accomplish?

Entrepreneur Michael Altshuler captured the familiar 4th-quarter feeling in this way: “The bad news is time flies. The good news is you’re the pilot.”

Let’s get your goals off the ground and fly.

Now is a great time to connect if you’re in need of a strategy session heading into the year’s final stretch or if you have any questions about what’s on the horizon for 2023. Where could you use additional information, encouragement, or support? I can assist.

Check out Forbes’ 2022 year-end checklist below for ideas and a list of investing do’s and don’ts. I’ve included some additional articles as well with important news from the financial world this week. Let me know what you think.

Tempted to Time the Market? Look at These Charts First

Sept. 28, 2022
Emotional reactions and rising volatility can be a bad mix when it comes to financial health.

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Three Rules For Successful Bear Market Investing

Oct. 4, 2022

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How to Invest for the Next 10 Years

Sept. 29, 2022
The investment landscape is shifting. Turbulent times may be here to stay. Here’s how to build a…

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2022 Year-End Financial Checklist

Sept. 30, 2022
Fixating on short-term performance is not constructive. Instead, review these pragmatic…

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Three Ways You Can Cash In on Cash

Sept. 30, 2022

Keeping a portion of your portfolio safe and liquid no longer means settling for nothing—as long…

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Shoulda, woulda, coulda: why FOMO won’t let go of us

Oct. 4, 2022

The pandemic suspended our fear of missing out. Did it also teach us how to handle it better?

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