News Letter 2018-07-27Hello,

The best outcome for working hard, saving, and investing; is that we can afford to spend money.  We are almost mid-way through the summer, do you have any memorable experiences?  I want to suggest, that the best way to budget and spend your money, is on experiences, and not things. Investing in memories and family relationships can bring you happiness that money alone cannot.

However, to truly be able to immerse yourself in summer experiences, you need to learn how to unplug from the hustle and bustle of your day-to-day. Many of us have difficulty disconnecting from the responsibilities of our jobs, but with the right mindset and some planning, it can be done, and doing so can have a positive impact on your performance when you return.

Let’s talk about your financial plan, how it can help you reach your long-term goals, and how it can help you get wonderful memories and experiences that can last a lifetime. Even though markets themselves have been uncertain this summer, with trade talks, rising interest rates, and tariff changes; you want to ensure your portfolio is well-positioned to handle these economic changes.

Please feel free to share these articles with your family and friends. They are great conversation starters.