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Fall 2021 Update

We know that the path to success is often not the easiest one, and so we share thoughts below about keeping a productive mindset to pursue your long-term goals and dreams.

1.  Remember that today’s headlines will probably not impact your life in 5, 10, or 20 years – nor your legacy! 

2.  Keeping a long-term perspective is a much healthier way to live and to approach your finances.

3.  Building and growing wealth requires the right mindset.  Constant media consumption is the antithesis of a smart financial perspective.

Instead of reacting to fear-driven news, we encourage you to focus on what you can control:

  • Keeping a balanced portfolio that matches your personal goals

  • Monitoring your rate of saving and spending

  • Having the right professionals to guide you in complex matters

  • Taking care of your health and those you love

  • Remember the reasons you invest – to try to stay ahead of inflation, to create a legacy, to generate future income, to care financially for loved ones, to have more life choices

We believe market volatility will continue, and it is uncomfortable, but it’s not the greatest threat to our long-term plans. The big risk is the relentless rise in the cost of living and its impact over a 30-plus-year retirement.  We believe what history has shown us that owning shares in profitable companies in your balanced portfolio can help your money keep up with the rising cost of living (inflation).

Companies with strong, sustainable market share and pricing power have the ability to pass along rising costs to consumers.  We love to remind clients that, “If you want to stay ahead of the rising cost of living, consider owning some of the companies that are raising prices.”  We can discuss this in detail as part of your overall plan and risk tolerance.

Magay Shepard, CFP®
Senior Vice President/Investments

Kathy Arey
Client Relationship Manager

Christine Parks
Client Service Associate
  Dan Emmons CFP®, MBA
Financial Advisor

Jona Moody
Registered Client Service Associate

Diana Castro
Client Service Associate


Past performance is not indicative of future results.