Happy New Year! I’m sure many of you have already mistakenly put ‘18’ for the date a couple of times, still adjusting to our new timeframe.

With the new calendar comes both reflection on the past and excitement for the future. In our line of work, that includes seeing many pundits portray a myriad of forecasts both high and low while anchoring to perceived doom and gloom of the end of 2018.

Additionally, the new year brings resolutions – whether it be to eat healthier, exercise more, pick up a new hobby or make smarter financial decisions. While we always encourage our clients and friends to save as much as possible, triggering drastic changes to a portfolio or plan simply because the planet is a year older is never a good idea.

We develop and tailor each plan to succeed and provide for what is needed, whether that be in the new year ahead or when we all ring in 2040. From all of us at Mission Point, we hope 2019 brings happiness and health to you and your family. Enjoy our monthly newsletter which explores the critical importance of setting up a will, key retirement and tax tips and much more!

Jan 2019 Newsletter

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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