Written by Lee Stoerzinger, CFP®
So here we are… Over the past twelve months, there have been many changes to our world. No matter what the topic, the results have been profound. How we communicate, work, and spend time is one level of thought process. Another is how we are doing emotionally, what fills our minds, what we feel is truly important and what outlook we have on the future. There are things we have always done which we may no longer do in the future. There are also items which will become commonplace that we don’t even know about yet. From a cultural and historical perspective, it is very interesting.
As we think about things from an economic perspective, we also have many pieces of information to process as it relates to money management. On the surface, it may actually seem a little odd these days. How can we be in a global pandemic and have the markets moving right along? Yet, as so often happens, they are. After all, we have not yet begun to measure the effects of the debt taken on by the federal government. What is the longer-term pulse on the small business sector and, for that matter, the commercial real estate market as there have been so many shifts in how we do things? Plus, what ideas will come forward as we continue to discuss how diversification and risk management work? What does the future of our tax system look like? These and many other things are what we have been spending our time thinking about and working on with our money managers. We know the bottom line is that no matter what the economic environment, you rely on us for sound strategies and successful plans. We stand ready.
To take it a step further, we have also spent quite a bit of time analyzing the internal operations of our company. This includes not only how we do business, but the manner in which we serve clients. For example, will people prefer video calls in the future or will we pine to finally meet in person? Do we need to change anything relating to our communication systems? Have recent times caused people to think differently about how money works in their lives, and will that continue? I believe it will as the intellectual and emotional sides of investing have been brought to the forefront.
Our goal has always been to provide an experience our clients cannot receive anywhere else. In addition, it’s not always about what we know, but what you want that is important. As we move forward, there may be enhancements to how we work with our clients, all for the better. However, the core of what we do will always be built around guidance, transparency, relevance, flexibility and simplicity.
The future of the future is still unwritten and may be different than anything we have seen. However, we are encouraged and embrace the uncertain certainty. encouraged and embrace the uncertain certainty.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.