annual review

Beginnings and Endings

As the end of the year draws near, it makes sense to look back on where we have been—and to look forward at the path ahead.  

Our lives have threads; the life of our shared enterprise here at 228 Main does, too. One thread is talking with you, meeting you where you are, striving to connect your money to your life. Other threads pertain to finding worthy opportunities in which to invest, managing your portfolios to take advantage of that research, and communicating with you about what we are doing and why. 

It’s been an interesting year! The markets have been challenging; the economy is dealing with the aftermath of the shutdown and the restart relating to the pandemic. Disruptions continue to affect many aspects of our lives. 

Turmoil brings opportunity, of course, and we are always thinking about opportunities. Our underlying theory is that we survive, the economy recovers, and we end up sooner or later with record levels of GDP, income, and wealth. No guarantees, of course. 

In other words, a lot happened in 2022, but the big story has not changed. We are looking forward with anticipation to 2023. 

Our story may not have changed, but our structure is evolving to better reflect our work together. We have talked about the collaborative enterprise we’re becoming, and our regulatory structure will soon reflect that. I can’t work to age 92 by myself—and I would not want to! So the New Year will include a transition to a more sustainable form of organization. (More details will follow, and you can refer to our previous discussion on this process.) 

My sense is that we’re more capable than ever of taking care of business for you—with more time spent by more people searching for opportunities, managing portfolios, attending to the details of service, and communicating with you in more ways than ever. The new structure will be a better way to organize this reality. 

Clients, what are your plans and planning for the New Year? Any parts you’d like to talk about with us? Email or call, any time. 


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