Broker Check

The beginning of a new year provides a great opportunity to look back over the previous 12 months an

January 18, 2022
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The beginning of a new year provides a great opportunity to look back over the previous 12 months and recognize what we’ve accomplished. Our ultimate objective and first priority is serving you. We’d like to share a few of our accomplishments from last year that enhanced our service to you. 
 
Our most significant accomplishment of 2021 was our investment in a new staff position. With over 20 years of experience in the financial services industry and full securities licenses, Kristin brings a high level of capabilities to the team. Hired in October, she hit the ground running by ensuring that all Required Minimum Distributions (RMDs) were taken by the end of the year. She is now shifting her focus to managing the many tasks that result from meetings, processing market trades and getting to know all of you. 
 
Kristin’s addition will take some of the workload from Greg and Kendra, who in turn can use that time to meet with you and work on more complex planning scenarios and investment solutions. It should also improve their availability and timeliness in replying to your calls and emails.   
 
Keeping you informed is another major objective. We continued our quarterly investor calls,  featuring speakers from Lincoln Investment, Meeder Investment Management, IMPAX Asset Management and American Funds. While each speaker’s content varied, the overall goals remained the same: 1) update you on current market conditions, 2) discuss our expectations the future, and 3) address whether you should consider making any changes. (Stay tuned for our announcement on this quarter’s speaker, coming shortly.)
 
We have also committed to distributing our newsletter, “For What It’s Worth”, on a bimonthly basis. We write all content in-house and choose topics based on what we believe most impacts you. In addition to our Market Recap, last year’s topics included the Free Application for Federal Student Aid (FAFSA), Long Term Care (LTC) information and a special program of Financial Literacy for Kids. We look forward to another year of meaningful communications.
 
Looking to 2022, we hope to continue improving by building upon our current processes and systems. Recognizing that we could all use a break (and a little fun) we also hope to host more events, whether virtual or in person. It’s been too long!