In this month’s Reality Check, we wanted to address the recent outbreak of coronavirus and its impact on the developed world; more specifically the impact on the market.  We hope that you find it helpful. 
 
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In this month’s Reality Check, we revisit another sketch by Carl Richards.  If you couldn’t tell by now, I am an avid fan of his work.  If you are interested in learning more about him, please don’t hesitate to check him out at https://behaviorgap.com/.  This sketch, like most of his sketches, is driven by a specific topic; this one happens to focus on portfolio design, which also happens to be its title. 
 
As a Certified Financial Planner TM, goal-focused planning is second nature to me as it is at the center of what I do for you. It is hard not to be overwhelmed by the unsolicited advice that tends to focus on how you should invest, rather than why you should invest.  In our experience, a purposely driven plan is going to give you the best chance at achieving your goals throughout your lifetime. 

If you any questions about this topic or wish to receive our Reality Check emails, please don't hesitate to  contact us.

Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.

If you would like to receive a full digital copy please contact us.​