2020 Year-End Video Blog!

Dear Clients, Potential Clients, and Friends -

I am happy to produce and post a 2-minute “video” blog to report my observations from 2020 and offer some thoughts for the future.

After summarizing a few notable things from 2020, I focus in on a key reminder from 2020: It is important to have an investment strategy that is consistent with your goals and sticking to it! Regardless of where you are on the risk spectrum, the most important thing is to be positioned to achieve your goals and a well-defined investment strategy will help you get there. It is our commitment to work hard with you to this end.

I hope you enjoy the video blog post! If you want to see more of me (!), just reply to this post and I will do more video blogs on interesting investment and retirement planning topics.

Thanks and Happy Holidays!!

Tony and Dave