investment commentary

The fear of missing out, FOMO, is something that concerns us. We see it a lot when it comes to investments. But people also bring this up in a different context too. Maybe they don't want to work anymore because they see some of their friends aren't working anymore. They feel like they're missing out on something. We want to make sure the decisions they're making or the feelings that they're having, are really good healthy ones, not only for themselves, but certainly for their financial future. Let's talk about it in this episode.

New year. New administration. Should you have the same old financial plan going forward? "Yup!" says Ben. Listen to Adam and Ben share perspective on how our feelings, anxieties and investment decisions need to be kept in check within our financial plans!

Listen to our investment commentary on the volatile month of September and where we are in the investment process for our clients.