With October in full swing, apple picking, pumpkin carving and the near holiday season are all in the front of mind. As we transition into this new season, we reflect on impressive events and announcements and look forward to upcoming trends to close out 2018. In addition, our blog article provides perspective on preparing for retirement and guidance on how to make sure you are financially ready
OUR QUARTER IN REVIEW
After a long and snowy winter, we are patiently awaiting springtime weather here in New England. We have many things to share with our clients, colleagues and friends. In this month’s newsletter we will share upcoming events, news from our team, continue with our series on the ABC’s of Behavioral Biases and provide a quarterly investment review. If you have missed any of the past behavioral biases articles, you can access them here.
OUR YEAR IN REVIEW…AT HOME AND BEYOND
With 2017 behind us, we are reflecting on the year's events which certainly brought its fair share of change and growth. Whether from the perspective of politics, the economy, or in your own life, you might take a moment to think about the experiences that have transpired around you over this last year. Transition seems to be the topic of the times and there was no shortage of it here in our Northstar office. It was an eventful year for our team as we welcomed two new members to our group. Diane joined as a Client Service Associate last spring and immediately hit the ground running. Hopefully, you have had a chance to meet her at the office or talk with her over the phone. In November, we enthusiastically welcomed Rachel as a new Wealth Manager. She has already met with a few clients and is a complementary addition to our Northstar Financial Planning team.
We are welcoming autumn with open arms here at Northstar. The fall is a great time to get outdoors with family and enjoy all that New Hampshire has to offer. The unseasonably warm weather has been a nice addition as well! Tina Dube and her husband, Jerry, celebrated their 25th wedding anniversary in September. Congrats Tina and Jerry!
We are proud to announce that Robin Young was awarded the Women’s Choice Award for women financial advisors. The Women’s Choice Award Financial Advisor program was created by Women Certified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history, among other factors.
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- 2015 October Quarterly Letter
- 2015 July Quarterly Letter
- 2015 April Quarterly Letter
- 2015 January Quarterly Letter