Welcome to the Spring Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter.
We made it! Another winter enters the books and we finally move into spring with thoughts of new growth, warmer days, and…allergies. Well, it can’t all be great. As such, the stock market decided to retreat a bit from its record-setting run. It’s not a free-fall, but we’re reminded that seasons are a normal and healthy reality in the world of investing.
On a personal note, I had an odd experience recently. When sitting down for our family dinner one night, I asked Carie where Anna, our oldest daughter, was. “She’s at work.” Wow, that just didn’t sound right. We’re in that phase of life now? I knew she’d chosen to get a job, but the reality of it hit me when those words made it to my ears. “She was just born!” I guess they grow up fast.
This month, we’re lucky to have contributions from Estate Planning Attorney, Richard Chamberlain, and Investment Strategist, Stephen Hanley. Both offer us insights into the fundamentals of their respective crafts, both of which are critical to our planning success. Dave Bensch added his thoughts as well, with a prescription for a healthy financial plan in this edition’s Back to the Basics.
And while you may have caught this announcement in a recent Fourth Dimension Weekly Newsletter, we have a new team member to introduce to you. Josh Rochon is a Certified Financial PlannerTM and brings with him significant advanced planning experience. His arrival is a really big deal for us and I hope you’ll join us in celebrating this significant step we’re taking to better serve you and more families in and around Northwest Ohio.
So, it’s with great enthusiasm that I write this Spring Edition of the Steward. I hope you have a warm and wonderful winter reprieve. As always, I’m so thankful to have the opportunity to serve you. If you, or anyone you know who may be looking to plan a successful retirement, has questions or needs assistance, please reach out to us. We’d be very grateful for the introduction.
All the best,
Adam B. Cufr, RICP®