As we approach spring and summer of 2026, here are some thoughts to help guide you through the next several months.
“Budda’s teachings” to remember:
Time never comes back
Health is true wealth
Happiness is an inside job
You can’t please everybody
Success requires constant effort
Protect your energy like your money
What you tolerate becomes your standard
No one is coming to save you – take ownership
In today’s economic landscape also remember a 50% loss
requires a 100% gain just to break even. Every dollar in fees
is a dollar that never compounds. Only buy those investments that you can explain in plain language. Also, last but certainly not least, cash isn’t trash – it is oxygen.
Remember none of the above “rules” require talent – or inside
information or a high IQ, they require the skill of sitting still while
the industry around you insists you should be doing something.
Now is the time to get that second opinion on your asset allocations, as always let us know how and when we can help –
Call 1-800-MONEYSHM – providing financial counseling and service “Since 1958” (well into our second generation).
