Pacific Newsletter
Dear friends and professional partners,
No one could have predicted at the beginning of 2020 that a pandemic would disrupt our personal and professional lives. The world faced a crisis quite unlike anything it has faced before. It has been a game-changer in how we work, interact with our friends and families, and conduct our daily lives.
However, we at Pacific Portfolio know that volatility in the market is inevitable, and that kind of uncertainty is continuously factored into our guidance and portfolio construction strategies. We believe that preparedness is the key to weathering any potential storms ahead.
With that thought in mind as we enter 2021, we will continue to help clients be prepared for any challenges they may encounter in their financial lives. Their security and peace of mind is our top priority. Below are the main topics we are keeping top of mind with clients as we go into the new year along with helpful resources that provide additional information and insight.
Update Your Retirement Planning Strategy
A quality retirement plan starts with a comprehensive, multi-step strategy, and keeping your plan updated helps ensure you continue tracking towards your vision for the future. In “4 Retirement Planning Steps Everyone Should Take,” key milestones of a successful retirement plan are outlined, including envisioning your retirement, reviewing your current situation, debt management, and calculating your retirement needs. To read the full article, click here.
Know the Basics of Investing
Whether you are brand new to investing or a seasoned veteran, certain fundamental principles of the financial world may already seem like second nature. That is because they are rooted in old-fashioned common sense. The article “The Beginner’s Guide to Asset Allocation, Diversification, and Rebalancing” explores the personal nature of asset choices, taking risks, goal-setting, and reward, all critical factors in creating a strong foundation for the future. It’s never too early to prepare! For the full article, click <<link>>.
Know the Value of a Qualified Wealth Manager
Did you know that one-third of all Americans do not have a solid idea of what a financial advisor does? For millennials, that figure escalates to 46%! Navigating the world of investing can be tricky on a good day, and overwhelming on a stressful one; therefore, choosing a financial advisor can be one of the most important decisions you will make for your financial future. In “Finding a Financial Advisor or Planner,” the importance of having a qualified wealth manager, Like the team at Pacific Portfolio, to advise you in maximizing wealth and preparing for life’s milestones is explained clearly. To read the full version, click <<link>>.
Maintaining a long-term focus is crucial to achieving your financial goals. As we look back on the past year, we consider the challenges that made us stronger and better prepared for the new year. Retirement planning, investing aligned with your values, and working with an advisor who understands your needs are all critical factors for creating a stable financial future. As always, we are here to help you navigate the year ahead.
If you are interested in speaking with me as we enter 2021, please <<link>> to schedule an appointment. Please know that we are here to help you with your financial life and open to speaking with anyone who may benefit from working with our team. We look forward to serving you for years to come.