2021 recap + EOY items

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Sending you a heartfelt message of holiday cheer.

As the year draws to a close, we wanted to revisit this year’s key milestones and discuss our vision for the year to come.

2021 started out with a mixing of eclectic sentiments, from angst to wonder and a bit of caution. We had been through a topsy-turvy 2020, including a 35% drop in the markets over a two week period, subsequently followed by a longstanding market rally that arguably hasn’t come to an end yet.  The Fed responded by maintaining its stance of propping up asset prices; the rounds of stimulus took hold and the QE cycle unfolded. This year was a different story, one of hopeful contentment. Inflationary fears are real, and as the Fed has announced the end of its tapering cycle, there is worry of what some consider an inevitably pending correction.

But nobody knows for sure what 2022 markets will hold, and hence we stand behind our view that the best and only cure is preparation.

  • It can not be overstated that having a portfolio with a properly calibrated risk tolerance is of highest importance. If your risk appetite has changed, or if you have undergone major changes to your life position, please come and talk to us as your risk tolerance may be in need up updating.
  • If you haven’t already, review these end of year financial planning items and contact us if you require any guidance.

On another (more sentimental) note, it has always been our mission to make a difference in the lives of those we are honored to serve. We wanted to thank you for being a part of our community. We welcome any feedback you have as to how to make 2022 an even better year than ones prior. And as always, we wish you and your family health and prosperity.


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