As the new year gets underway, February is a great time to pause and check in on your finances.

By now, the rush of January has often passed, and many people are settling back into their routines. This makes it an ideal moment to step back, take a breath, and make sure your financial plan is still aligned with your life and goals.

It was 20 years ago that I first heard of Nathan O'Connor.  I was still living in New York and Jeff was excited about Nathan who had accepted a job offer but couldn't start for a couple of months as he was closing out the terms of employment at his current job.  As the days ticked on, Jeff became more anxious about making sure that Nathan was committed to joining the firm.  Jeff reached out weekly to check in and keep him on the "hook".  What Jeff didn't know at the time is that Nathan is truly a man of his word; commitment and loyalty are an innate part of his being.  Nathan never wavered in his plans to work at the firm, but enjoyed the extended wooing process.  Once Nathan started working the talk and praise from Jeff continued to grow.  I can still remember thinking I have to meet this guy and see if he lives up the hype.   It was almost a year later that I joined the firm and finally met Nathan.  Over the past 14 years it has been a pleasure working with Nathan and getting to know the man that lives up to the hype!

How Our Work Together Helps You Prepare for Market Volatility

As we enter a new market year, it’s a good time to step back and revisit the principles that guide long-term investing. Markets move through ups and downs, and periods of uncertainty are a normal part of that journey. Economic cycles, changes in interest rates, and global events can all influence short-term market behavior.

Intentional year-end planning can help you to make strategic moves that preserve your wealth, optimize your tax exposure, and create a lasting legacy. Whether you are preserving wealth for the future, growing your investments, or giving with intention, now is the time to align your strategies for lasting success.