Tuesday, February 3, 2009

First Month '09

Hmmm...

Where to begin? For the few people that actually see this I just want to say thanks for the support. I want this to not be a hockey place where ideas are regurgitated. I'm shooting for a more NPR-esque Doogie theme. This is just a quick post to check in with the few that are following me here and see how the whole New Year Resolution situation is treating you. I want to just make sure that if you do have advisors or planners and they aren't me that you have had a financial check-up and made any adjustments if you needed to...or just to scold you if you haven't been hitting the gym like you said you wanted.

If not it's ok. We are only one month in and markets are still just as volatile, so there's lots of time to evaluate as long as your time horizon is still off in the distance. If it's not then you, the client, might want to be a little more proactive in capturing the attention of your trusted family advisor. (Even if you feel like you shouldn't have to be.)

I apologize for the brevity but I'm working on an annuity article that should be up in a day or two. As always feel free to leave comments or shoot an email to let me know what your thoughts are about how your New Year is treating you.

Cheers!