The Holiday season is upon us. Next week my family and friends will be gathering for the Walk to End Hunger (check out www.walktoendhunger.org), our favorite way to start Thanksgiving Day. From there it seems like one big party from our Thanksgiving meal to the many Christmas celebrations and finally New Year’s Day! Maybe there will even be a Gophers football game to watch that day.
When you put your Christmas card together, don’t forget to send one to your investment advisor. Better yet, include a Christmas letter with everything that’s new. I know I’d love to get one from each of my clients.
The only constant in life is change. My personal and professional goals have changed over the past year. I’m sure yours have too. It would be a good idea to fill your advisor in on those changes. The better they know you, the better they can help align your money with your goals.
Enjoy the holiday season. I hope you have much to be thankful for. I know I do.
Legal Disclaimer: These posts do not constitute an offer or recommendation to buy or sell any securities or instruments or to participate in any particular investment or trading strategy. They are for informational purposes only. CTW gathers its data from sources it considers reliable. However, CTW makes no express or implied warranties regarding the accuracy of this information or any opinions expressed by the author and may update or change them without prior notification.
About the Author: John O’Connor
John has more than ten years experience as an Investment Advisor. He focuses on devising and maintaining portfolios that meet individuals’ needs, investment research, and investment strategy. John has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine 2016-2020.