Giving Thanks – 2020

Blog post #470

For many of us, the Thanksgiving holiday will be much different this year due to Covid -19.

We hope that you can celebrate with those you love, either in person or remotely. Most importantly, we hope that you and your families are healthy.

As a firm, we are truly thankful and remain optimistic, and hope you are as well.

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We are thankful for our clients, who have placed their trust in us. We do not take your loyalty for granted and it is greatly appreciated.

We are thankful for the referrals that our clients and others have made to people they care about, so we can assist them and help to improve their futures. We are grateful to those who became clients during the past year, some of whom we have yet to meet in person.

We are thankful that our clients understand the importance of focusing on the long-term and not on short term market swings. We are thankful that so many of our clients adhered to their investment plans and remained invested during this financially and emotionally difficult year. By focusing on your long-term goals and not on short-term market moves, you are more likely to be financially successful.

We are thankful for the clients who talked to us and requested our advice on matters beyond investing and financial planning, such as helping them with life transitions, estate planning, real estate transactions and other issues that were important to them.

We are thankful for our long-term business partners and relationships, which help us to be successful and operate our business effectively and efficiently. This was even more important this year, as we were able to seamlessly transition to working remotely.

We thank those of you and others in the community who are front line workers, who have helped our country to deal with the Covid crisis. We are especially thankful to the scientists and others at various pharmaceutical companies and research labs throughout the world working to create vaccines to fight Covid-19.

We hope that each of you can find reasons to be thankful during this challenging time in our lives. We wish each of you and your families a very happy Thanksgiving.

Note: As next week is Thanksgiving, there will not be a weekly blog post email next Friday, likely the only week of the year there will not be a post. The next email will be Friday, December 4th.

 

 

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