Holidays

In Persuit of Happiness: Consider Gratitude

This year we started celebrating Thanksgiving a little later than usual.  This may have seemed to be the case, but the focus shifted somewhat from gratitude for Jennifer, my wife, to gratitude and thanks for all that we have been blessed with. Jennifer celebrated her 50th birthday last month.  I and others feel extremely grateful to have her in our lives.  Her birthday…

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The Power of Thanksgiving

The Power of Thanksgiving

I am continually impressed with how powerful Thanksgiving can be.   Below are just a few things I am personally thankful for:   I’m thankful for my family because they support me no matter where I am in my journey and I know they will always have my back. I’m thankful for our clients because they give our work meaning.  There is no better feeling than knowing we have made a…

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Never Buy This in December

Never Buy This in December

It seems that every year in December we get a multitude of calls from clients regarding a pretty common occurrence for certain types of investments.This month, most pooled investments pay out their capital gains to shareholders and the value of the associated account falls for a few days until the money is reinvested or paid out.  Given the healthy returns…

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