Our team of fee‐only planners here at Capital aims to be that partner for you and your family. The market environment will inevitably become choppy again, as it always does, so know that we are here to help navigate those waters with you. As always, call us with any questions, concerns, or if there are any life events on your horizon that may change your overall investment goals or objectives.
In addition to these lessons, here are a few of my favorite quotes from John:
“The greatest enemy of a good plan is the dream of a perfect plan”, “Don’t be greedy”, “Press on, regardless” (also the name of John’s uncle’s lobster boat), and “Don’t do something…just stand there!”