Financial Planning
May 31, 2020

Stay Cool This Summer by Checking Your Portfolio

Stewart Willis
CEO / Partner

As we head into summer, you probably have many plans. These might include seeing friends and family you haven’t seen in a while due to social distancing, or just getting out of the house a bit more to golf, go to the beach, or take a walk. While there are a number of things in your life to get back on this summer, don’t forget about something as important as your finances and retirement portfolio.

As summer hits and the seasons change, we recommend putting your finances on a list of things to be paid attention to throughout the year. If you’re not good at setting regular dates, you can use the change of seasons as a helpful reminder. With recent markets ups and downs, it’s a good idea to make sure you’re still on your intended portfolio path. If you’re not sure how the news could be affecting your portfolio, maybe it’s time to get a second opinion.

We offer complimentary, no obligation reviews to help people sort through all the noise in our world, and to help keep you on track. It’s also a great time to ask questions and learn about new investment options you may not be aware of. We’ll learn your life goals and combine them with your unique financial situation to create a customized retirement plan that carries you through your ideal “30+ year vacation.”

To learn more about our firm and the different retirement solutions we can offer that can help accomplish your goals, sign up for a complimentary review. And, don’t forget to set aside some time to check both your air conditioning and your portfolio. They can both help keep you out of the heat if they’re running properly.

Other blog

3 Things to Know Before Making Summer Travel Plans

The COVID-19 pandemic has resulted in many things, including canceled trips. Americans are now wondering about summer travel plans, and if it’s wise to make them before the country fully reopens. Just because everything isn’t completely back to normal yet doesn’t mean you can’t or shouldn’t take a vacation this summer – even if it means staying closer to home than you originally planned. Here are three things to know before making summer travel plans.

Learn More

Can and Will You Retire in a Crisis?

Life is unpredictable, and there are a number of events that can impact our finances, from global pandemics to personal crises. And while adjustments sometimes may need to be made to get back on track, no one wants to put off an event like retirement because they feel forced to. It’s important to take stock of what you have and what you’ll need if you’re nearing or entering retirement. No rule says you must put off retirement, or that your desires are beholden to the state of the world when you reach retirement age.

Learn More

3 Ways to Stay Safe As We Get Back to Normal

America is starting to reopen, but that doesn’t mean the threat of the coronavirus is gone. While we can all be thankful for looser social distancing measures, it’s still important to think about safety. Here are 3 ways to stay safe as we get back to normal.

Learn More