by Kevin Janiec CFP®, MBA
“Focus more on your current trajectory than your current results.”
– James Clear
Positive Team News
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
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
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.
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.
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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.