Market Insights – “It’s A Long Season”
If you’re like us and follow the markets like your local sports team, cheering and booing along the way, you may have heard an uptick in boo birds lately. Our humorous (we hope!) sports fan analogy is certainly not meant to trivialize concerns you may have about the stock market’s direction in the first week of the new year, especially in light of last quarter’s market results. Continuing the sports analogy, as the cliché goes, “It’s a long season, not a sprint”. Remember too, that a diversified portfolio is never fully exposed to what happens in the stock markets.Life Insurance – Just A Policy to File Away or Powerful Planning Tool?
We recognize talk of life insurance does not typically gather a crowd around the water cooler at work, but as wealth advisors and planners, the proper use of this tool can be very impactful (in ways that are not always immediately appreciated too). In speaking with a long standing client the other day, we were reminded what a powerful tool life insurance can be.