Broker Check

Embrace Gratitude In Your Strategy

| September 24, 2020
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The coronavirus continues to affect the economy, most recently with the U.S. Federal Reserve’s announcement that they plan to keep interest rates low for the foreseeable future and expect inflation rates to rise. 

Is your financial strategy positioned to cope with these larger economic forces?  Knee jerk reactions to short-term moves and turning your strategy upside down is probably not the appropriate course of action. The year has not gone to plan, but your strategy can.

September 21st was World Gratitude Day, we’re also wrapping up Life Insurance month. Think about what you are grateful for, and want to protect, and let that inform the short, mid, and long-term goals that make up your financial strategy. The rest of the year will bring even more change, and I can help you prepare for it. 

Here are some articles I found insightful, I’d love to know what you think about them.

What the Federal Reserve's Latest Move Means For Investors

Life Insurance Is For The Living-Click Here To Listen To Podcast

Where Trump & Biden Stand On Tax Policy

Ruth Bader Ginsburg’s Key Cases That Paved The Way For Financial Equality

For 401(k) and IRA Holders, Sept. 30 Is Key Deadline for Designating Beneficiaries

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