The Golden Rule exists in many forms and many cultures around the world. We see it in different formulations: what goes around comes around, you reap what you sow, do unto others.
At 228 Main, we stopped thinking about our business revenue or asset goals a long time ago. We do have goals: a specific one and a broader one.
The narrow one is to try to grow your buckets. This has us reading and researching, assessing opportunities and threats in the economy and markets, forming views, and taking action in portfolios. It is endlessly fascinating to me, one of the reasons I want to work until age 92.
The broader goal is to do great work for you, from your perspective. There are two pieces to this. First, we have to understand your life and your plans and planning. Whatever your financial position is, your objectives and needs play a large role in shaping the best strategies.
The second part is in communicating in clear terms and engaging with you, so we understand you and you see how your money connects with your life. Living with confidence about your financial position may contribute to your happiness and wellness, which is our true underlying purpose. Life may be better when you have confidence in your approach and know that we are responsive to changes in your situation.
The ironic thing is that business got a whole lot better when we stopped worrying about it and began to focus more on your situation. Evidently, what goes around comes around.
Clients, if you would like to talk about this or anything else, please email us or call.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.