Beginnings and Endings

An interesting feature of the human brain is that it’s surprisingly attentive to edges. It likes to know when things start and finish, what was said first and last, and is quite indifferent to the things in the middle. Perhaps that’s why so much attention is focused on New Year’s celebrations: it marks both the end of one year and the beginning of the next. While the work we did and the decisions our clients made in 2014 were anything but indifferent, there are a few things that we’re celebrating.

First, we have incredible gratitude to our clients. Our greatest pleasure comes from helping each of our clients make very specific, customized and important decisions about how to best employ and steward their wealth. We’re also very grateful for our team. Debbie White and Kim Bayne help make everything move and provide immense support to helping us stay focused, on track, and free to keep thinking about our clients and their needs. We also celebrate that Andrea Holmberg received her CPA designation this year. It’s a significant achievement and serves to expand the depth of our team even further.January offers a new year and a new beginning for all of us. We look forward to sharing the year with you, and wish you all the best for 2015.