January 21, 2020

What a year it’s been. Remember December 2018? As The New York Times reported at the time, “Stocks plunged in December [2018], posting their worst monthly loss since the financial crisis and the worst December since 1931 and the Great Depression.”
It’s amazing how quickly memories fade and markets move on. Around this time last year, we were busy encouraging everyone to avoid any emotion-driven panic. That’s never bad advice, but in this considerably quieter year-end (at least so far!), let’s turn to a fresh new batch of financial best practices, to help you hit the ground running in 2020.
As always, we’re here to assist you in implementing any or all of these best practices – and more. In the meantime, we wish you and yours a most happy and health new year.