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5 Ways to Support Small BusinessesNovember 9, 2020
We have a lot to be thankful for this year!
#1: Our Clients
We give thanks every day to our clients, but in case not all of them hear it, let us proclaim it from the rooftops: THANK YOU for being a client.
#2: Our Team
We are grateful to have a dedicated team that places our clients’ interests above all else. Thanks, Team.
#3: Mutual Funds, ETFs, and Closed-End Funds
There were 18,127 mutual funds, ETFs, and CEFs at the end of 2015. That being said, these investment vehicles make it easier for everyone to invest so we can focus on long-term financial planning. Thanks, financial services industry.
It was not that long ago when we would print out client statements minutes before a client came into the office for a review. Today, clients can access their statements with one click on their cell phone. Or they can send a text with a quick question. Or set a virtual meeting with our team from the comfort of their homes. Technology has made financial planning much easier- especially this year.
#5: U.S. Securities and Exchange Commission
The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. And while it’s easy to grumble about a government agency, the reality is they do a good job protecting investors. And I bet nobody ever thanks them. So I will: Thank you SEC.
Morningstar is a leading provider of independent investment research and provides data on approximately 525,000 investment offerings, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities, foreign exchanges, and Treasury markets. That’s a lot of research and data. And it is invaluable to helping guide my financial planning recommendations. Thank you, Morningstar.
#7: Facebook, YouTube, Twitter, and LinkedIn
Social media has allowed us to reach our clients in new ways. We believe that communication with clients is one of the most important things we can possibly do. So if clients want to receive communication via social media, or want to digest information from our monthly newsletter, then we need the right tools to accommodate. And Facebook, YouTube, Twitter, and LinkedIn are great tools. So thank you, Social Media.
We can’t tell you how many great conversations we’ve had with clients, prospects, and fellow team members over a cup of coffee. And you know what they say, America runs on….
#9: Our Calling
Merriam-Webster defines a “calling” as: “…a strong inner impulse toward a particular course of action especially when accompanied by conviction of divine influence.” We are extremely thankful that we work with a group of incredible professionals who have made it their mission to help others succeed financially. This is our calling, and this is why we do what do day in and day out. Thank you for letting us be apart of your financial journey.