« Back to Blog

Positive Vibes

by Kevin Janiec CFP®, MBA

“Focus more on your current trajectory than your current results.”

– James Clear

Positive Team News

Liv, Marlo, and Blake

Our team is thrilled to have Liv back in the office, and we’ll admit it, things seem to run more smoothly with her back at the helm. We’re happy to report that Liv and her kiddos are doing great!

A few proud parents from our team are happy to announce the following graduations:

Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City

Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall

Owen’s son, Keller Mulhern, has also graduated from high school and will be attending St. Joseph’s University this Fall


Helpful Resources

By now, you’ve heard plenty about inflation and other things in the markets that are outside of your control. Here are 4 concepts within your control to keep in mind.

(1) With the market trading at a significant discount relative to the start of the year, check out this article if you’re considering putting money back to work: Investing all at once or dollar cost averaging over time

(2) Bear markets can possibly create better opportunities for Roth conversions: Vanguard’s guidance on Roth conversions

(3) We have the power to control the incremental changes in our lives that have a big impact over time: The magic of incremental change – Behavior Gap

(4) Both athletes and investors have found more success by moderating their approach to be more sustainable for long periods of time: Keep it Going – Collaborative Fund


Positive Vibrations

A wholesome grandpa has received an outpouring of love online after his daughter shared a video of him dropping souvenir seashells along a beach for his grandchildren to find.

**Read more: Grandfather’s 32-Year “Seashell Hunting” Secret Still Magical


Podcast Episode Recommendation

The Learning Leader Show Episode #483 is hosted by Colin O’Brady, a 10-time World Record Holder and New York Times bestselling author of The Impossible First. Colin’s highly publicized expeditions, which have been followed by millions, include the world’s first solo, unsupported, and fully human-powered crossing of Antarctica; speed records for the Explorers Grand Slam and the Seven Summits; and the world’s first human-powered ocean row across the Drake Passage.

**Listen here: Colin O’Brady – Doing the Impossible, Changing Your Mindset, & Crossing Antarctica Alone


This content is provided for informational purposes only and is not intended as, nor does it substitute for personalized investment advice from FC Advisory, LLC. The views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Always consult the appropriate professional for questions regarding the applicability of any specific issues discussed or inferred.

The hyperlinks provided in this communication are to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services. 

Past performance does not guarantee future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, strategy, or product will be profitable, will equal any corresponding indicated historical performance levels, or be suitable for your portfolio. Due to various factors, including changing market conditions, this content may no longer be reflective of current opinions or positions. 

« Back to Blog

Q1 2022

Quote:

“There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.” 

– Carl Richards, author of The Behavior Gap 

Book

As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, you’re likely on a constant pursuit of excellence.  This new book by Ryan Hawk compiles great stories, scientific evidence, and practical application of ways that we can all pursue our own version of excellence in life.  I highly recommend reading, listening, or gifting it to someone who comes to mind. 


Story

When my father-in-law recently began substitute teaching, my family was a bit nervous for him… Until he received a letter one day from a 7th grade Math Class.  Read the full story here.

Article

The War in Ukraine has inspired increased charitable giving from around the globe.

Whether you’re feeling inclined to donate to these humanitarian efforts, or support a separate cause, it never hurts to assess the tax implications of your donation.  There are ways to optimize the financial benefits of giving to certain organizations.  This article and the following tool might be useful to ensure you’re giving to a qualified organization that allows you to utilize certain tax-efficient strategies. 

Reach out if you have any questions.

Tax-Deductible Ways Of Giving For Ukraine (forbes.com) / Results for Tax Exempt Organization Search (irs.gov)


Video


This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.

« Back to Blog

Q4 2021

A few things that we’re celebrating, reading, listening to, and thinking about.

Something to smile about

Great news! Olivia is expecting a baby girl in February 2022. 

We’re so excited for Olivia, Scott, Marlo, Tucker and their growing family. 

Don’t worry- we’ve already discussed 529 plans with her!

Something to listen to

Episode #438 on The Learning Leader Show with Ryan Hawk: Jay Williams – How To Reinvent Yourself (Life Is Not An Accident)

Jay Williams won the College Basketball Player of the Year award and a National Championship with Duke University before being selected by the Chicago Bulls in the 2002 NBA draft.   

After a life-threatening motorcycle accident cut his basketball playing career short, Jay now works as a basketball analyst for ESPN, hosts a radio show, and is actively involved as an investor in the business world.  Ryan and Jay discuss leadership, self-reflection, and living with purpose.  There are many important life lessons that we can all relate to and apply to our own lives.   

Something to read

Are you already living well in retirement?  If you’re preparing for a transition to retirement, are you wondering what it takes to live a fulfilled, comfortable, and happy life? MIT AgeLab has identified three simple questions that assess how people live well in retirement.  Some may surprise you, but there’s a purpose behind all three. 

Quality of life in retirement – Hartford Funds 

Something to consider


This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.