Hey there! It’s us, your friends at Laminar Wealth. Haven’t seen a blog post from us in a while? Yeah, we know. We’ve been a little busy. Here’s what we’ve been up to:

  1. Keeping two little humans alive. For those of you who don’t know, we had our second daughter Jane in March. She’s been a wonderful addition to our family, but (not so) surprisingly has been quite a bit of work. Ellie is a natural at taking on the role of bossy big sister, Mary has learned an entirely new meaning of multitasking, and David is… surviving :) In all seriousness, we never realized how much love and joy children could bring to our lives!

  2. Taking care of our clients. We believe that part of what makes us great at what we do is how much we truly care about our clients. When life gets busy, we focus on the items most important to us, and from a professional standpoint that means making sure our clients never miss a beat.

  3. Keeping current on the latest financial planning trends. We want to make sure we’re always at the top of our game, and David lent his expertise to a journalist for the Journal of Accountancy on the FIRE (Financially Independent/Retire Early) movement. Look for an upcoming blog post about the insights David shared in the August issue.

  4. New business development. What keeps us going from day to day is knowing how much we help people. We were lucky enough to help another financial planner and his wife feel more confident with their own plan. He was kind enough to give us a shout-out in an article on Forbes.com; be on the lookout for a post with additional bragging.

Enough about us - We know it’s been a bumpy ride in the market these last few weeks. While we always try to educate clients to expect market volatility, that doesn’t mean it’s fun when it occurs. Please know that when we build financial plans and investment portfolios we plan for market downturns. However if you’re feeling at all uneasy or your financial or life situation has changed, please reach out to us.

All the best,
Mary & David