“I’ll be over 5% and I see staying there for some time.”
Esther George – KC Fed President
Do calendar year returns matter? Yes.
Do calendar year returns matter? No.
Take a second and update your personal financial statement. Understanding your net worth, how it grows and responds to the economy and markets, is critical to understanding how your future financial self will fare.
A good proxy if you are still accumulating is are you growing faster or slower than the SP500. If you grew faster, great, try doubling down on what is working well. Have some room for improvement?
Make the changes in your personal life to get back up to speed. Now is the perfect time to review your net worth. Find the areas for improvement, make the changes, and get back to life.
Flights from where you are to Maui, Hawaii are on sale.
If you are reading this knowing you need to take your financial life to the next level. Please reach out. Simple as that.
How can we serve you? We invite you to contact us today so we can help answer any questions you may have about your financial situation.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Fjell Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.