From the Desk of Ben Boettcher

We live in interesting times. 

Dramatic geo-politics. Tremendous innovation. And technology that connects us to it all — including a lot of news and information that we’d rather not hear at all.

Even in the midst of a strong bull market, the shadow of rising interest rates, China’s economic ups and downs, the Euro-zone’s attempts to reconcile Greece’s debt and even our own upcoming presidential race, can lead to feelings of unease.

It’s times like these that having a plan really pays off.

I know what you’re thinking — of course a financial planner would say that. But the truth is, a solid plan let’s you ride out the emotional ups and downs of the macro trends as well as the day-to-day challenges life brings to us all.

In this issue, we’re looking at the advantages of combining an asset allocation strategy with a smart asset location strategy, as well as the short-term, personal financial planning steps you should consider with the likely potential rising interest rates.

After all, taking care of our clients — taking care of you — means helping them take a healthy, holistic view of their financial life, whether it’s accounting, financial planning or legal protection.

One last thought: planning isn’t just about tomorrow.

As famous time management author Alan Lakein said, “Planning is bringing the future into the present so that you can do something about it now.”

comments powered by Disqus