The first part of 2020 has proven to be a challenging time for everyone and one that might possibly go down in history as the year when time stood still. Our busy lives have come to a screeching halt, many businesses have struggled to remain afloat, and our investment portfolios have suffered considerably as we all anxiously wait for some reprieve from the wrath of COVID-19. The silver lining of it all is that we are facing a unique opportunity to be able to reflect on how we have invested our precious time and our money over the last several years. Has every choice been worth it, and have we been doing it wrong all along because we are caught up in the busyness of life? Most importantly, have we been setting ourselves up for long term happiness and success? As it relates to your financial goals and investments, if you are finding that this has been a particularly difficult time to stay disciplined, are unsure of what else you could be doing during a market downturn in order to remain on course for long term success, or even unsatisfied with how your current Financial Advisor has handled this situation, ML&R Wealth Management can help. In a prior article, Five Questions to Ask a Financial Advisor Before You Hire Them, we talked about the most important questions to ask a Financial Advisor if you decide to seek out professional advice. In the short video, we highlight the top two questions to ask financial advisor.
Carli Smith is ready to embark with you on your financial journey. She will take the time to understand your values and listen to your goals. With this solid foundation, she will build out a long-term investment strategy and a dynamic portfolio based on the comprehensive financial planning built out around what matters most to you. Her attention to detail, love of problem solving, and compassion for clients allows her to be an ideal investment management advisor.