Whew! What a year it's been, and the wildness isn't ceasing just yet with the results of the election still up in the air at this point. We know that everyone is a bit antsy to find out the final counts and be able to figure out what's next. We don't want to overwhelm you with information or add more to your mental plate, so we'll keep this month's message simple - now is a good time to review your retirement plan and be sure you're in a good position for the future (no matter what that future looks like). If you've got concerns about your financial plans, then we're here to help you get a handle on things.
For this month's The Wealth Report we're simply going to include a repeat of last month's topic - The Problem with Partisanship. At this point, it looks like we're going to end up with a situation that will lead to a favorable environment for markets based on the notion that Congress not shifting will lead to the inability to affect sweeping changes in the coming Presidential term. Markets historically don't like big changes, so gridlock in Washington provides a bit of stability - whether we, as citizens, like it or not. There is a lot of uncertainty floating around in people's minds right now, so it's important to be sure you've got a well-rounded financial plan that will help you to reach your goals despite the happenings in Washington.
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.
Until Next Month,