Wrap it up right`

We’re in the final stretch of 2023, and if you find yourself absorbed in the holiday hustle and bustle, let’s take a moment to pause and reflect.

Reflecting on financial behavior at the end of a year can be especially illuminating. What obstacles did you face this year? What lies ahead in 2024? Consider whether you’ve adequately saved for emergencies, retirement, or other financial goals. Assess your risk tolerance and asset allocation to ensure they align with your objectives.

And sometimes it’s what DOESN’T happen in a year that matters most. For example, did you resist the temptation to act on your emotions that accompany rising and falling markets? It makes a difference. Did you keep your eye firmly on your long-term goals? Staying focused helps you succeed.

This week, I’ve included a few articles that can help you wrap the year up right and set your mind to what’s ahead. As usual, if you have any questions about your strategy, or tasks to complete before the end of the year, please don’t hesitate to reach out.

Wishing you all the peace, joy and excitement this season brings!

Tax Season Is Around the Corner. 6 Ways to Lower Your Bill.

Dec. 11, 2023

Thanks to an inflation adjustment to the 2024 income-tax bracket thresholds, you may save money…

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What the Stock Market Taught Us This Year: Don’t Fall for These Investing Traps

Dec. 05, 2023

2023 has been a year in which investors have been more influenced by perception than reality. And…

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A Record High Is in the Cards for US Stocks in 2024

Dec.  11, 2023

Survey participants expect the US to avoid a recession, but they view weaker consumers as the…

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How To Survive And Thrive During The Holidays And Into The New Year

Dec. 11, 2023

By doing these things, you will set an excellent precedent for the new year. The momentum will…

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Why Multitasking Hurts Your Money Goals — And What To Do Instead

Dec. 11, 2023

A decade’s worth of research has shown that people who frequently use many types of media at once…

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9 ways big families can exchange holiday gifts on a budget

Dec. 07, 2023

The holidays are quickly approaching, which means it’s time to start shopping for gifts….

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