In This Edition: Market Update in Seven Charts, Inflation Breakdown, and Wrought Advisors Can Address Your Estate Planning Needs
In the spirit of the old saying, "a picture is worth a thousand words", here are some great charts that lend some perspective on the current market environment, how it compares with the past, and to remind us all that what really counts is keeping our emotions in check and staying focused on the long term.
Inflation is one of those things that affects everyone. We each have our own specific example such as how much more your usual cup of coffee costs or that it's $80 to fill up the car with gas! But when we hear that inflation is high what does that actually mean? Above is a nifty breakdown of the Consumer Price Index (CPI) and what's changed over the last 12 months.
While no one wants to leave important decisions around their family and estate to chance, according to Google, 63% of Americans don't have a will or trust, and another 9% have out of date documents. Why? It can be uncomfortable, complicated, time consuming, and expensive. As a financial advisor, part of my commitment to clients is to ensure this important task is completed.
That’s why I’m excited to share with you a new estate planning service that I've incorporated into the Wrought Roadmap®, my proprietary financial planning process. We have teamed up with the expert resources at EP Navigator to address your estate planning needs in a simple and affordable way, and we can do it right in my office (or via a web meeting). We'll be reviewing this new service with you in our next regularly scheduled meeting but in the mean time, as always, feel free to reserve time on my calendar to discuss this or any other topic of interest.
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