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Looking Forward

For those of you who read last week’s newsletter, we talked about all of our future plans that have been cancelled. This week, I wanted to focus on some of the things we can look forward to as we wait for life to resume some semblance of normalcy. Now, I’m not talking about going to a restaurant, or to see your favorite sports team play, or hopping on a plane to somewhere that isn’t having monsoons! I’m talking about life events that will, one way or another, happen.

The Best-laid Plans…

Lately, we’ve seen something of a tale of two markets. The Nasdaq, which comprises primarily technology and biotech companies, has actually rebounded. The Dow Jones Industrial Average and the S&P 500, which are made up of more traditional industries that require in-person gatherings, are down. It’s an interesting study in haves and have-nots. This is why we always tell you to diversify your investments, folks, and we have been actively adjusting your portfolios since March as we’ve followed the current events.

Overwhelmed? Our Team is Here.

When it comes to financial planning and investing, it’s easy to put money into your work 401(k) or investment account, and buy the indices. When the economy is roaring and the markets are up, they typically follow. On the financial planning side of the equation, when we’re seeing markets that seem to only go up, it’s simple. It just comes down to you saving money, and that pot increasing until you’ve reached the amount you need to retire. And honestly, I’m all for that type of market! I mean, who wouldn’t be?

Checking in with Our Team

In recent weeks, we’ve been talking about some of the things you, our friends and clients, have been doing to keep connected during quarantine. We also shared Senior Partner David Smyth’s ideas for dating in captivity, and of course he’s also enjoying lots of projects with his three boys. Today, we wanted to check in on some of our other team members and how they’ve been spending their time at home.

Dating in Captivity

I want to start my thought by saying thank you for all the feedback we’ve received over the last few weeks from you. One thing we’re all wondering is, what will everyone do first once it’s deemed safe to venture out and recirculate? I know what’s on the minds of many of you ladies I’ve heard from – the nail salon! Some have said their perfect day would be getting their nails done, a massage, drinks with friends and dinner with their boyfriend.

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