Summer’s here, and that means more time to enjoy the company of our family and friends. It’s a chance to catch up and talk about what’s going on in our lives.
Well-Advised Summer 2022 – Download the newsletter here
Conversations with those close to us often touch on choices and decisions we face—and life decisions are explored in the article on Page 3. It’s a look at how many of our important decisions involve a financial factor.
The subject of people close to us is also reflected in the two articles on Page 4. One outlines how financial life changes in a second marriage. The other warns of fraud schemes that may be aimed at any seniors in your life.
Finally, investment planning is a key theme in this issue of Well-Advised. On Page 1, we address the question of whether your tolerance to risk can change. The Page 2 article examines the investment mantra of buy low, sell high.
We hope you and your family have a pleasant summer. Please contact us whenever we can help you with your wealth management program.