All of us at New England Capital would like to take this opportunity to wish you and your family a very warm holiday season and a very healthy, safe and prosperous New Year. It is one of our greatest pleasures to exchange greetings and thank those whose friendship and goodwill are so highly valued.
I can’t believe it, but it’s been over 40 years since I wrote my first Holiday Newsletter to you! You would think I would have run out of things to say by now! I still have plenty of gas in the tank and plan to be around until Chris Lee changes the office locks on me. Even then, I can work from Florida! I get energized by serving you, helping you achieve your goals and attain financial freedom.
While the Holiday Letter is still my domain, I was delighted when Chris Lee asked if he could co-write our quarterly newsletter 17 years ago. He is such a skillful financial planner, and an industry thought leader. Several years ago, I realized that we have others in the office who also have valuable knowledge to share with you, so more team members now contribute. The quarterly newsletter format has changed in this digital, social media age. Now we use emails and our website to share with you our video blog twice per month, and it comes from these other similarly talented people with a wider variety of specialized skills. To paraphrase Neale Donald Walsch, my goal as a leader is not to have the most followers but to create the most leaders. A true teacher is not the one with the most knowledge, but one who causes the most others to have knowledge.
I’m thrilled to have such a wonderful and talented group of people to work with every day. I would be truly remiss if I didn’t use this forum to express my deepest gratitude for the people who signed the bottom of this letter. To the New England Capital Team, I thank you for all you do for me, which I know is a lot!! I also thank you for all you do for our clients whom you so diligently and so thoughtfully serve. Your dedication and commitment to our common values and goals allows us to strive for excellence in all we do. Your talent and hard work shine so brightly on me. It is my pleasure to reflect that back on you.
Happy Holidays from all of us at New England Capital
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by New England Capital Financial Advisors, LLC [“NECFA”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from NECFA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. NECFA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the NECFA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.newenglandcapital.com. Please Note: NECFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NECFA’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a NECFA client, please contact NECFA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.