|Don't get caught up in the here and now. Short-term moves and market timing are not sound financial strategies for your serious long-term plan of pursuing financial independence. Good planning does, however, require intermediary decision-making. A few things to consider before year-end:
As always, we are available to help you with these year-end decisions and keep you focused on your long-term financial plans. Thank you for entrusting us with your financial life. Let’s all remember to be grateful and enjoy this holiday season.