Happy New Year!!! And welcome to the 2020's! Wow, that's wild to say. We hope you all had a wonderful holiday season and that you were able to take some time to relax and enjoy family & friends. As usual when we enter into a new year, we'd like to encourage everyone to take a moment to assess their current financial situation and determine if any changes or tidying up needs to occur to ensure you'll meet your goals moving into the future. Aside from that, we're not going to throw too much at you this month, because we know it's hard enough getting back in your normal routine after the holiday rush without having to add even more to your list of things to think about.
The Wealth Report perfectly aligns with what I mentioned above and is focused on what investors can do as we roll into a new year (and a new decade) to better prepare for any potential corrections or downturns we may see going forward. It's generally a good idea to periodically check in on your financial situation and what better time to do that than the start of a new year? As the article mentions, we've seen a long period of economic growth since the last recession, so many are getting nervous about when the next reset will occur. With a proper plan in place and your assets positioned to accomplish defined goals, you should be able to retain confidence that you'll be fine in the long run even if we see a hiccup here and there. If you don't have a plan, then now is the time to put one in place.
there is anything we can assist you with, then just let us know.
And, as always, remember -
The purpose of the money dictates where you put it.