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Money Matter$

Insights from the Sommers Financial Management Team

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Efficient Core & Satellite Portfolios

While the past year has seen a steady, heady increase in the stock market and your account values, we know it won’t last forever. There will be another pandemic, another election, another war, another something—anything—that will cause markets to tumble. We want to be properly invested for when that market decline arrives, but we also want to enjoy the ride on the way up.

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Why We Ask to See Your Income Tax Return

A good financial advisor can help you in many ways: manage your investments, assist in major financial decisions like buying a car or a house, find the opportune time to retire, figure out how to get the most out of social security, and one of my favorites: legally avoid and lower taxes when possible. This is where sharing and reviewing your income tax return becomes an important part of what we can do for you.

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Focus On You—Not 'The Market’

While we are socially isolating, my suggestion to you is to turn off the news, and focus on how you can improve your relationships with people and things important to you. I’ll also suggest considering your relationship with money. We all know money matters, but why? Why is it important to you?

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