Taking Stock and Making Resolutions



Anne Hammond

Financial Advisor and Associate Portfolio Manager


As the year draws to a close… if you’re like me, you may be looking back over the year – considering what worked, what didn’t, and what you might like to do differently or focus on next year.

This year, the world experienced several headline-dominating events.  Markets had a rocky start over concerns about a slowdown in China; Brexit caused plenty of market volatility as well as significant political and economic uncertainty; and the US election delivered a result that surprised much of the world and left many feeling anxious as we move forward into 2017. 

Those big picture events and the accompanying uncertainty are beyond our individual control.  But there are still things we can each do to help strengthen our ability to meet our financial and personal goals:

  • We can pay off high-interest debt as quickly as possible.  This may be as simple as making sure our credit cards are paid off each month; for others, it may mean consolidating credit card and other debts using lower-interest lines of credit and then making payments on them a top priority.
  • We can take the stairs rather than the elevator sometimes.
  • We can maximize contributions to our Registered Retirement Savings Plans and Tax Free Savings Accounts.  Consider setting up monthly contributions that you can think of as monthly bills—automating your savings means one less item on your to-do list.
  • We can plan a little more time with family and friends.
  • We can donate some of our time and/or money to the charities near and dear to our hearts all year long.
  • We can eat a few more fruits and vegetables and a few less processed foods.
  • We can review our long-term goals and ask for help to achieve them.  Your Rogers Group Financial advisor is here for exactly that purpose – to help determine what’s needed to meet your goals and then help you reach them, as well as to identify potential barriers to success. 

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