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At age 54, Jeanne Thompson was the perfect candidate for early retirement. She had the motivation: a demanding job that had left her feeling burned out. She had the financial wherewithal: a buyout offer from her employer. And she had the knowledge: as part of her job, she had helped people plan for retirement. Thompson…
The Right Way to Think About Regret – Presented by Mark K. Lund, Financial Advisor in Utah
“Regrets, I’ve had a fewBut then again too few to mention”1 This memorable lyric from the song “My Way,” famously crooned by Frank Sinatra, describes what many consider to be the ideal way to look back on your life. It essentially says that the successful individual rarely makes mistakes. And when they do, they don’t…
You’ve probably heard the old sports adage “You miss 100% of the shots you don’t take.” It speaks to our tendency, when considering some important action, to wait until conditions are ideal and our chances of success are nearly guaranteed. We fear that if we try and fail, it will end our chances for success.…
Growth Reports
Quarterly Client Letter – 2022 Q4 – Provided by Mark K. Lund, Financial Advisor
Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses. Even when the numbers aren’t what we’d prefer—which has certainly been the case for 2022—we look at them anyway. It’s good to…
If They Can Predict the Weather, Why Not the Stock Market? Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know…
The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a lifejacket, the attendants talk about…
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