Welcome to 2022! Like us, many of you have been waiting to turn the chapter from 2021. And, yet, here we are still with the pandemic, uncertainty ahead of us, and a mid-year election this year.
What is going on? That is the question many of us are asking right now.
The team at SDT decided to come together and share some thoughts about the information that we take in every day on your behalf to help give you thoughtful guidance and advice on making decisions for you, your family, and your goals.
First, we would like to thank our friends at Capital Group for their help in providing information, research, and visual aids.
Some of these themes that Shane Tenny, CFP®, managing partner at SDT, touches on, include:
Additional resource mentioned in the video:
The World in 2030 – from our friends at Capital Group
With all the uncertainty, feel reassured that there are really thoughtful people taking a really thoughtful look at your portfolio, your goals, and your future.
As always, if you have questions, please connect with an SDT financial planner. It is our pleasure and privilege to come along beside you to help navigate the decisions that are most applicable to your family.
Shane Tenny is the managing partner of Spaugh Dameron Tenny. Along with hosting the Prosperous Doc® podcast, Shane has a true passion for behavioral finance, helping clients and audiences understand how to develop successful strategies based on their unique temperaments. An accomplished and highly engaging speaker, Shane is regularly interviewed for television and podcasts, is actively involved in the Financial Planning Association®, and contributes to industry advisory boards.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.→ Check the background of your financial professional on FINRA'S Broker check