Market Update

Q3 Market Update (U.S. Financial Advisors) – July 2014

Developing Your Flight Plan

“The hope lies not in the deviations but in the vision, the plan and the ability to get back on track.”

~ Stephen Covey

Stephen Covey’s bestselling book, 7 Habits of Highly Effective Families, compares happy families to a pilot’s flight plan that may run off course due to unforeseen circumstances but eventually reach its destination successfully. Investing and asset management is not unlike this analogy.  In order for us to pursue our desired outcome – and remain happy – we must accept that our flight path will deviate from the intended flight plan from time to time – but the goal is to eventually land someplace that is pleasant and comfortable.

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