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Simple, But Not Easy

Simple, But Not Easy

| February 07, 2024

The Jenkins Group has been in the financial services industry for nearly 30 years now.

Reflecting upon our time in the financial services industry, we would classify the actions that make most families successful are not complicated:

∙ Complete your estate planning documents.
∙ Insure against the catastrophic (life, disability, & long-term care insurance).
∙ Own a broadly diversified low-cost investment portfolio.
∙ Continually act upon a financial plan that tells you where, how much, and what to invest in (amongst other things).

Yet, few people can do this for decades.

Human nature is tricky.

We are primarily hardwired to self-destruct (sell when things are painful & buy into euphoria).

One of the best parts of working with a financial planner is to put an unbiased 3rd person between you and the decisions you make around your financial future.

P.S. Daisy enjoys lake days with her friend Goose.