Quarter 2 Update: Investment Planning

 

 

Hello and welcome to Q2 of your financial planning experience!

We hope you have had a great start to the year and are ready for the world to begin opening up again. This quarter, our theme of financial planning is Investment focused. As a reminder, we hope this platform will serve as your go-to source of financial planning advice and engagement with me and my team. If you have not already, it is helpful to save the link as a favorite on your internet browser so you may quickly navigate here if you wish to interact.

Look forward to connecting soon,

Dakota Brizendine

 

Quarterly Conversations

I’d Like to Review & Discuss

 

Bitcoin Blues

Sometimes hot investments ride a rocket ship, leaving the earthbound wondering what they’ve missed. Learn more about FOMO and how it may impact your ability to reach long-term goals.

Sometimes hot investments ride a rocket ship, leaving the earthbound wondering what they’ve missed. Learn more about FOMO and how it may impact your ability to reach long-term goals.

Investing and Taxes

Learn more about investments and potential taxation, and dive into the decisions you face with your portfolio.

Learn more about investments and potential taxation, and dive into the decisions you face with your portfolio.

Low Bond Yields & High Equity Valuations

Not sure what to do given current market conditions? Let’s talk about it.

Not sure what to do given current market conditions? Let’s talk about it.

Update On What Is Going On In The Market

Want to know how your portfolio is doing and what is going on in the market?

Want to know how your portfolio is doing and what is going on in the market?

Learn Me

About Diversification

Our Learn Me video this quarter focuses on a topic people often hear about but can overlook the importance of: Diversification. It also dives into why you notice losses first and how they make you feel.

 
 

Catch Me Up

Investment Planning in the News

These timely articles discuss different aspects of navigating financial planning. Click any title to open and read the full article.

Money and children: teaching by age groups via MassMutual Blog

American Rescue Plan Act of 2021 (COVID Relief) via Tax Foundation

Planning for potential tax changes via The New York Times

Capital Group 2021 Market Outlook via Capital Group

Send Me

The Book of the Quarter

 
 

Mindset Me

Burnout

As we pass the one-year mark of COVID-19 and nationwide lockdown, we wanted to discuss what burnout is -- how it manifests in your work and organizational process -- and ways to mitigate the cost (both individual practices and leadership strategies). Listen to the recording below for tips on how to avoid burnout.