“Should I open my investment statement this month?”

One of the best things about working with a talented group of people is the ability to collaborate and brainstorm.  Thinking through questions from clients together is part of our daily routine at SPP.  We thought we’d try something a little different and bring you into the room on some of these conversations to see how looking at things through our varying lenses help us advise you, with Shaun wearing his planner hat and Rene his investor hat.

For this first episode we tackle a recent question we’ve been hearing: “Should I open my investment statement this month?”.  Let us know what you think of this new format as well.