Broker Check
<b>From the desk of Jim McCarthy, CFP&#174;, ChFC&#174;</b>

From the desk of Jim McCarthy, CFP®, ChFC®

January 2022 Monthly Outlook - Hindsight is 2021


Happy New Year

 

"In the business world, the rearview mirror is always clearer than the windshield." - Warren Buffett

 

This observation is equally true in the investment world.

In 2021, we saw the worst performing areas of the market from 2020 do the best in 2021, while the best performers from 2020 did the worst in 2021.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

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Our Team

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About Us

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Our Philosophy

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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