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.
WHAT’S NEW WITH OUR TEAM
We are enjoying the summer months with family and friends and everyone on the team is making family getaways a priority, visiting New England destinations in New Hampshire, Maine, and Massachusetts.
We are excited to have Diane Curtis on our team as our Client Service Associate. Diane has worked in the financial services industry since 1998 and has a passion for providing the highest level of service to clients. As a client service associate, Diane works closely with the advisor and the client to ensure that paperwork is completed properly, accounts are setup seamlessly and that clients have any and all information that they might need. Diane prides herself on going above and beyond for the clients she has the benefit of serving.
WHAT’S NEW WITH OUR TEAM
It has been a busy and exciting quarter for us here at Northstar with several technology projects underway that will lead to an improvement of our processes and communications. We are also celebrating the 10-year anniversary of Alexa Darbe being a valued member of our Northstar Team. Alexa is a dedicated and integral part of our team and we are grateful for her commitment and hard work for the past decade. Thank you, Alexa!
As we look back on a year filled with surprises (from its opening days onward), it’s natural to wonder what to expect in 2017. This is especially so, since most of those surprising events have yet to play out in full – from the political climate in the U.S., to the Brexit referendum in the U.K. to uncertainty in government bond and oil prices around the world.
We are reminded of a favorite quote from The Wall Street Journal personal financial columnist Jason Zweig, who once observed that “Wall Street often resembles a blindfolded person looking in a darkened closet for a pair of black shoes that isn’t there.”