Wealth Transfer Planning 6 of 6
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Market volatility is back. It was bound to happen. We, as advisors, are not surprised. What does worry me is the mindset of certain investors right now.
On the one side, there are certain long-term investors who don’t forget getting burned in 2008, or 2001, or 1987, etc. and feel it’s happening again. (This is not 2008. Nowhere close.)
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just yesterday you were planning your 4th of July, or your weeklong summer vacation. Sure enough though, Thanksgiving has passed, electric bills are skyrocketing from all the lights and Christmas carols are playing 24/7 on the radio.
Business Owners 5 of 6
Business Owners 4 of 6
Most successful business owners frequently ignore their own wealth planning. I know two common reasons why: