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The Risk Nobody Talks About When a Stock Takes Off
Historically, that one dollar has grown dramatically over time when dividends were reinvested. The path was never smooth. There were major downturns along the way. But over the long run, diversified investors were rewarded for staying invested.
The important lesson is not that markets never fall - because they absolutely do. The lesson is that long-term growth has historically favored disciplined investors who stay diversified.
Life, Portfolios, and Not Putting All Your Eggs in One Basket
It’s difficult to take time to reflect without immediately jumping to what’s next.
Do you notice how we do that? At least twice a year… sometimes more.
Kind of like rebalancing a portfolio.
Maybe it’s really a rebalance of our life.
A New Year’s Letter on Reflection, Growth, and Showing Up Clearly
As 2025 came to a close, I found myself thinking… maybe this is the year. And honestly, it wasn’t until I started reading other people’s reflections that I finally sat down to write my own as a blog post versus a card to send.
I truly believe we’re here to help others in one way or another. I always have. I’ve been drawn to those kinds of roles my entire career. For the past ten plus years, that calling has taken shape in the financial planning and advising.