May 2009
Much has changed since we last communicated through this newsletter. The markets have been making steady advances since March, and some of you haven’t seen it yet because you’ve only received the first quarter statements. Those of you who go online to check on your accounts, or have called in, have been happy to see this turn of events. The Dow Index is up over 30% since March 9th. No one knows if this will continue, or if we will test the lows again, but it seems as though the worst in the markets is behind us. We’ve had a very rough decade after two decades of dominantly bull stock markets. Our defensiveness on the conservative portfolios has really paid off. Those of you young enough to have more aggressive portfolios are moving right along with the robust current trend.
I can’t say enough about the maturity and wisdom our clients have displayed throughout this difficult time. I know it wasn’t easy, and going forward there still may be bumps, but I know you will survive and thrive! Many inquisitive prospective clients have visited our offices during the last year, after making the decision to sell their investments, giving up on the markets and giving in to their fears. (It’s understandable, that’s why I love coaching as a solution.) Some had stopped contributing to their retirement accounts when all the stocks were cheap. In many cases, it will take those investors more time to break even than those of us who rode it through with a Matrix or Abacus extensively diversified account, especially those that have systematically added to their accounts. (Way to go!)
On another note…
I know some of you have received a call regarding the proxy vote on the Dimensional Funds. The company they hired to do the calling, The Altman Group, jumped the gun and began calling before you received the literature in the mail! You have plenty of time to go over the information coming to you (until June) and I will make myself available to discuss this with you.
And, lastly, we are so happy to announce we have a new member of our team, Wendy Wade. She is our Events Coordinator. She will be attending the Florida Conference for Women in Orlando with me next week. If you are coming, find us and let me introduce her to you! My panel discussion will be at 10:00 A.M. followed by a book signing at 11:00. Wendy is an exceptional addition; dedicated, intelligent, and knowledgeable. We are very lucky.
May your families prosper.
Warmest Regards,
Kasey Claytor
Announcing a new department~
The Center for Financial Wellbeing
During this current economy we’ve been looking at ways we can make a difference, for instance, lessening people’s worries and guiding them toward total financial health. We feel the portfolio composition is down to the best possible formula, so to further relieve and assist people toward their own financial success, we are creating a new department. The Center for Financial Wellbeing will be internet based as well as offering live programs. Initially these programs will be offered locally, at area conference facilities and over the internet via audio.
The basis, in part, for this educational and inspiring material is the increasing amount of information on how our thoughts can either foster better lives or hinder us and cause unhappiness. If our mind is full of worries and doubts, it certainly crowds out thoughts that give us a sense of wellbeing. And we also tax the body as the mental stress affects our physiology, and the long term result could be illness. When we have calm clarity in our thinking, not only do we benefit physically, but we can see a multitude of solutions and build confidence in our life plans. Without clarity how can we make sound decisions for our financial health?
My Map of Money Consciousness™ explores the ascending levels of ease and confidence in our financial lives. The programs that we are developing will help people clearly see where they are, and learn tools that help them stay focused on their goals and remove those self-created obstacles they become aware of as a result of this process. And along the way even finding out what their purpose is; where to focus; what will be the most effective and lucrative path?
Wouldn’t it be nice to have a method to get a handle on all of your financial decisions?
Retrain your thinking so you don’t keep putting limits on what is possible?
Wouldn’t it be nice to finally move forward on those dreams you have?
The Center for Financial Wellbeing will also have its own newsletter offering more tips, guidelines, and advice in this area. We will be sending the first issue to everyone. If it isn’t your thing just unsubscribe and you won’t receive another one.
Come play with us!
From Wendy…
Hello to each of you!
I can’t express how excited I am to be working with Kasey and the marvelous group at Osprey Money Management. Our shared commitment to integrity and authentic, financial well-being has brought us together to enhance the lives of our client family on every level.
The next event is of course the Florida Conference for Women on Tuesday, hosted by the Florida Commision on the Status of Women. This is the first of what will be an annual event that brings together experts in many fields to speak to thousands of business women on their future here in our wonderful state.
I have assisted Kasey with the past talks on her latest book, The 7 Laws of Raising Financially Independent Kids. The wealth of information in this book has been so well received that we would like to offer it to you, Osprey clients and friends, on May 20th from 7:00 to 8:30 PM here in our conference room. This is not only for those with young children - adult children with financial problems will be covered as well. The book also gives amazing insight into different personality types and how this affects the perspective on financial matters as well. Bring your friends! If we fill up the room we will add an additional evening or afternoon time. We want everyone who is interested to benefit from the information.
Again, I look forward to meeting all of you and helping with anything that I can.
Warm Regards,
Wendy Wade
This entry was posted on Monday, May 11th, 2009 at 3:03 pm and is filed under Newsletters.
