Many advisory firms talk about their array of tools and resources. Every firm that is worth talking to
has them. The difference, however, is what the advisor does with them. Do they have the insight to use
them properly? How well do they apply them to help you? ACG’s insights may help provide a sense of
our ability to help you achieve success, as you define that term.
“Most kitchens have the same spices in the spice rack. That does not mean everyone is a good cook.”
– anonymous
The list of risks threatening investors is unusually long.
This is a great moment to ask yourself: “What’s my plan?”
If you already have a financial plan, are you comfortable with it? Do you see how your plan will make sense in a decade or two? If you are comfortable with your long-term plan, congratulations! That’s great!
However, if the volatility makes you think your plan for retirement or achieving other goals no longer works, then it’s time to act. Reassessing a plan is fine.
And if you have no plan at all for achieving your long-term goals, then you are sabotaging your financial success and that’s not good. We’re here to help.
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