Insights Blog
The Experience Mickey Built
Jun 19, 2023 // Adam Bruderly
Typically, when you see a chart like this you think about the implications of revenue, profits, and stock prices. A company that is bouncing back to the point where spending per person at the park is up over 40% versus early 2019. However, I see a slightly different story.
One of shared experiences, lasting memories, and sense of connection that we had lost or needs to be rebuilt. Coming out of the pandemic many families and friends were wealthier from a bank account perspective, however they were bankrupt when it came to social connections. There was a longing to get back to the way it was before and experience the things we had missed. Yet, what I hope we learned over that time is that when we build our plans for the future we make sure not to look to far ahead. That experiencing those moments with friends and family shouldn’t be put off for the “perfect time” … we never know what is around the corner.
At Journey, when we build a plan, our focus is to explore the world your wealth makes possible. Both present and future.
Fueling the Pursuit of a Life Well Lived
From my experience working with wealth management clients, I’ve noticed a common thread among those who find real fulfillment in their financial success. They view money not as the end goal but as a vehicle—a means to pursue what matters most. It’s the foundation that lets them start a foundation, create lasting memories with loved ones, or explore new interests without constraints.
What is Wealth?
According to Investopedia “wealth is measured by taking the value of all the assets of worth owned by a person. This is determined by taking the total market value of all physical and intangible assets owned, then subtracting all debts. Essentially, wealth is the accumulation of scarce resources.”
How Many Summers?
After my first son was born, I began to think about what the next phase of our lives looked like. We went from two busy professionals who could hop on a plane for a weekend trip, grab dinner, or chase endless weekend adventures to first time parents. We were 2,000 miles away from family trying to plan the one or two trips a year that we could see them which led me to ask this question, how many summers do we have left?