Insights Blog
Charting the Course
Jun 19, 2023 // Adam Bruderly
Although many perceive financial planning to revolve around attaining a specific dollar amount or devising the ideal financial formula for retirement, it is actually a much more comprehensive process at Journey. Our approach is about designing a comprehensive, holistic blueprint that takes into account your financial security along with your physical and mental well-being. Incorporating your family, interests, and a vision for your life that transcends your portfolio and market returns. It’s about crafting a plan that encompasses your purpose, passions, aspirations, and fosters joy and fulfillment beyond the balance in your investment account.
Whether it involves fulfilling or building your first bucket list, embarking on that trip of a lifetime, or trying new hobbies and experiences, or taking some time away from your career. We truly believe that these types of aspirations serve as the fundamental foundation for a fulfilling and happy life.
How can we help you plan your next adventure?
Four Pillar Friday
Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.
Mid-Quarter Market Commentary
While the Fed and the market are fairly aligned in their expectations, fixed income markets are likely to remain somewhat volatile while the fiscal impacts of the new administration’s policies become clearer. However, higher yields insulate bond investors from interest rate risk and elevated equity valuations make bonds more attractive on a relative basis. Given the level of concentration within US equity markets, we believe that international, value and small-cap equities provide a critical element of diversification. We advocate building portfolios to achieve your long-term goals as opposed to trying to react to the latest headlines. Please don’t hesitate to reach out to your advisor to schedule time to discuss your financial plan, including your goals and planning assumptions.
Four Pillar Friday
Your weekly guide to thriving in every aspect of life—Physical, Mental, Spiritual, and Financial Wellness.