We're one step closer to summer and one step closer to getting back to "normal". At least that's what everyone is saying. We hope that you all have been staying safe without driving yourselves (or each other) too crazy. As we move into the future, we want to be sure that everyone is keeping their financial well being at the top of their minds and not letting the stresses of current events let things get too off track.
It's definitely been a strange couple of months, but with that has come some opportunity going forward. This month's The Wealth Report focuses on some of the things we should be thinking about in regards to investing as we move through this new decade. With the recent upsets we've had in the economy and markets, there is a bright side if you make the right moves to capture some of the economic recovery that we're all hoping heads our way soon.
Our money management team has a couple of promising new models that are geared more towards growth as certain industries and market segments get the wind back in their sails. If you'd like to learn more about how those models can be worked into an overall portfolio, then don't hesitate to reach out and we can review your situation to see if they're a fit for you. As always, remember that any investment portfolio or model should be just a part of a well-rounded asset mix comprised of tools that focus on safety, growth, and income respectively. We've all gotten a reminder of what investment markets are capable of these last few months, so be sure you're not putting all of your eggs in one basket and diversify the asset classes and financial tools you're utilizing.
If you've got questions or concerns about your current retirement plan, then feel free to reach out to us for a review. We are set up to work remotely if you're not comfortable meeting in-person for the time being.
Also, if you have friends or family that are worried about their financial plans for the future during this time, then encourage them to reach out to us. We are here to hopefully provide a little clarity during this uncertain time. Just let us know if there is anything we can do to ease some of your concerns going forward.