From the Engine Room: Q4 2019

2020-02-03T16:02:39+00:00 January 27th, 2020|Global Economics, Investment Advisory, Quarterly Updates|

Eliminating Stress with a Plan & Gratitude

a“Nothing can stand up to gratitude. There’s no negative emotion — not fear, not self-doubt, not sadness, and certainly not anger — that can survive exposure to the radiance of gratitude.”

 -Nick Murray, Author

At the most foundation level, our overall principles of wealth management are goal-focused and planning driven, and are sharply contrasted to an approach that is market-focused and current-event-driven. Long-term investment success comes from continuously acting on a plan seeded by inner aspirations that are aligned with our resonance (who we are). Investment failure and frustrations unfold from continually reacting to outside current events in the economy, with geopolitics, and the investment markets.

“The stock market is a highly efficient mechanism for the transfer of wealth…from the impatient to the patient.”
-Warren Buffet

As we look into the new year, take to heart that it is overwhelmingly probable, as financial journalism has been shrieking of late, that 2020 will not match the returns of the past years. Few years ever do; that is both manifestly true, and wholly irrelevant.

Additionally, we’ve come to realize that the avalanche of negativity in our environment often creates undue stress for our clients, and it is truly our desire to not only be your guide as you journey to achieve your mindful and intentional goals, but to do so in a way that you experience it with peace, harmony, and joy. Stay tuned for more news on our Well-being Program that is currently in early planning stage.

We hope you enjoy the thoughtful insights from our President and CEO, Tim Baker.

Click the following link to access your copy of Timonier’s latest quarterly newsletter and update on the capital markets: From the Engine Room Q4 2019.