Finding unbiased, tailored financial advice can be difficult. But it is a worthy and valuable endeavor. The success of a financial plan is based solely on the accuracy of the assumptions made - which can only be done if your goals are at the forefront.
Meet our newest team member, Payton VeStrand!
With money, it’s helpful to have a plan of action which simply tells you what to do just like the beaver does. We need dams and lodges too in order to protect our own goals and interests.
As we enter the back half of the year, both bulls and bears remain convinced they will be proven correct. Bulls, that a new bull market in stocks has begun after suffering a decline in 2022. Bears, that this year’s recent advance will prove to be nothing more than a bear market rally that evaporates as we enter a recession later this year or in 2024. While we certainly pay close attention to the economy and financial markets, we are not in the business of divining what the future will hold in order to guide our portfolios.
As the great Arnold Palmer famously observed, “Golf is deceptively simple and endlessly complicated.” Life is a lot like that, too. Our team at PYA Waltman helps individuals and families create a plan to navigate the intricacies of their financial journey – no matter the season in which they find themselves.
This summer, tune into our top podcast collection as we share what we are listening to and learning from. Then, share with us what you are listening to!
