It’s that time of year when I’m sure most of you are still enjoying the long days of summer, and any getaways you may have planned for the rest of the summer season. That said, now is a good time to start thinking about your fall budget, especially with costs rising for nearly everything.
For lots of people, starting out investing in the financial markets feels a lot like gambling. It can be scary for even seasoned investors, but if you don’t know what you’re doing, well, it’s next to impossible to develop a strategy that will work for you long-term. Sure, it can be fun to buy a $5 stock and watch it double to $10, but it could just as easily plummet to $1. Roulette, anyone?
We all know a few of those people who are meticulous about organizing things, right? Some people’s closets are color coordinated, and some people have every box and Rubbermaid bin in their home labeled, categorized and stored in the order of how often they’re needed. Remind you of anyone? The truth is, this makes it easy for these folks to understand what they have, where it is, and what purpose it serves in their home.
Despite the rising costs of seemingly everything these days, this is the time of year when those of you who are working are trying to squeeze in trips to the lake, weekend getaways and lazy days at the pool – even if you’re staying a little closer to home this year. This truly is the time of year when people think of spending time together and resting after all the hard work of fall, winter and spring.
A quarter of a century – wow! That’s right, as I’m now working on my 26th year in this business, I’m reminded of how things change, and yet, stay the same. When I first started out in 1997, my Great Aunt Sunny was 75 (she’s about to turn 100!), and I was trained that, when I called people on their home phones, I was to identify myself, tell them what firm I’m with, and ask them this shock & awe question: are you concerned about the price of gas?
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.