Normally, I write the weekly digest on Saturdays and this week is no exception. For almost all of us, we have one eye on what’s going on around us and another on hurricane Florence. I do hope that whether the storm has hit our area or not, everyone is safe and dry. Mother nature will have her way, no matter what we do.
I want to continue the theme I started a few weeks ago about how we chose the name, Liberated Investor Advisors and our quote, “Helping people protect, build and enjoy their wealth”. In most of the financial world, decisions are an either/or. A zero-sum game if you will. But, like the attached articles delve into, life decisions are not so easily defined. Since the beginning of the great recession in 2008, advisors have resorted to touting the strategy of not loosing money in the stock market. In essence, a 1 note financial tune that results in the fact that people give up control of their wealth for some safety with their retirement funds. Again, an either/or strategy with huge internal, unseen costs.
The attached articles tell a much better story than I can, so I hope you take the time to read them, especially the one about Beethoven. Both authors are gifted practitioners I have been blessed to work with. As always, should you have any questions or would like to get with me, please email or give us a call. I will be taking a brief timeout toward the end of this month and into October. Jean & I will be really aged if we do reach our 50th wedding anniversary so we’re taking a 50th wedding anniversary trip now when we can enjoy it. More on this next week.
In the meantime, I hope we stay dry and unharmed by Florence, whether it gets here Sunday, Monday or whenever. Now, let’s all go out and make it a great week.