I often find myself in discussions with individuals and families regarding the personal and financial priorities that seem to continually push and pull on people. I try to get people to think and focus on what is essential to them and the lives that they want to lead. This focus is about making the wisest possible investment of your time and energy to achieve your lifestyle and financial objectives.
Within my Investment Perspectives this quarter, I discuss a related book on this very subject, Essentialism by Gregg McKeown, which stresses that by investing in fewer things we have the satisfying experience of making significant progress in the things that matter most. In addition, I discuss some shifts that I am making in my client managed portfolios focusing on stability and valuation. In my personalized investment section, I address the flexibility needed when it comes to building a lasting wealth management plan.
You can find my complete listing of Investment Perspectives and other valuable information here on our website.
For questions about any wealth and asset management topics, do not hesitate to contact me to find out what options may be best for your own personal situation. If you are interested in hearing more, or know of someone who is concerned with their current wealth management plan or portfolio and what to expect in 2017, I would welcome the opportunity to arrange a meeting or a phone call.