4th Quarter 2021 Review




Quantum Insights




As I sit here writing this one of the strangest years of my life is coming to a close. I could be boring and focus on each of the odd things…we all know them (I’m still surprised I get walk into a bank with a mask on…) but frankly I have had enough.

I may comment on these in our Quantum Private Wealth blog, the Insight portion of the QPW website, but in this short valuable space I’m going to focus and pay attention to what matters versus the garbage we are fed in our daily diet of media and political gruel. And from our standpoint that’s how to stay on track, investment wise, while the noise around us is so loud.

So what should we be looking at in 2022? First, we continue to believe that the process we follow, e3, is the way we can stay focused and not worry about the day-to-day market, political and media noise. If you are tired of the stress brought on by these outside noises talk to us about how we apply e3 (empower, enhance, and elevate) to help relieve the pain.

Second, one of the most important parts of e3 is that it’s a plan, and that plan is ever evolving. The plan starts with a solid estate plan. In 2022 we think it’s important that we revisit our estate plans, update our beneficiary information, and make sure all of our Power of Attorney’s reflect our wishes. Don’t be surprised when our office reaches out to you to confirm and update this information.

Lastly, for now, I want to once again stress we are aware that we are here only because of you. You are the reason we strive to do better each day. Thank you for your support, your trust and equally important, your friendships. Please contact us with any questions or if you just want to say hi. Have a great New Year.

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