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Lifestyle

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.

Thursday Thoughts: New Arrival

Expecting a baby or just experienced the arrival of your own bundle of joy? Make sure to join us this Thursday as we discuss how to embrace this life stage.

Learn more about our New Arrival Fee for Plan package.

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.

Thursday Thoughts: 5 Things You Can Control

David Smyth, CLTC and Alex Roig discuss “5 Things You Can Control”… in a pandemic!

Life After Lockdown

It’s spring in the Bluegrass, and of course, I actually had it on our marketing calendar for the year to talk about March Madness and Kentucky’s championship team (we can just go ahead and claim the title, right?). I would have talked about my spring break trip to visit my sister in the UK and Ireland, and how good it felt to give her a hug for the first time in seven years.

The Good, The Bad, The Ugly

We all know there’s a lot going on right now, and one thing I’ve been thinking about lately is that, in previous market crashes, there’s been someone bad we could point the finger at. In 2008, there were the bankers and sleazy mortgage brokers who were handing out million dollar mortgages to people making $30,000 per year based on credit products that were dreamed up by hedge funds.

History in the Making

As I’ve said before, it’s one thing to read about history. It’s a completely different thing to live it. In two weeks, things have certainly taken a turn for the worse. As a financial planner, I’m still having conversations with folks, albeit via conference call, FaceTime or Zoom.

A Few More Thoughts On Current Events

In thinking about what to say regarding recent events, well, I’m as perplexed as everyone – I had no idea we were surrounded by experts on pandemics and how they work. If you ever need more “expert” information, well, just turn on the TV!

Keep Saving and Wash Your Hands

This month, our plan was to discuss the importance of, and encourage all of you to focus on saving, and how to best work toward your unique goals. But at the moment I think it’s more important to talk about washing your hands! (And yes, there is a right way to do it.)

The 12 Days of Smythmas!

By now, I’m sure all the moms and grandmas out there are done with their Christmas shopping and have moved on to meal planning and making New Year’s Eve plans. Hat’s off to you for being organized and taking the lead!

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