Have you ever written a resumé?  Or perhaps you’ve been in a position that required reviewing a resumé. Either way, what would your “life resumé" look like?

I suppose that a “life resumé ” is pretty much a life story of experience, all that we have been through, all that we have learned and possibly what we want to achieve in the future. If one was to include financial planning in their resumé, it may be larger than expected, even if you perceive that you have no experience.  If we were to include our short-term and long-term goals, a financial plan is almost a necessity.  If you ever made a written budget, contributed to a retirement plan, planned how to spend money on a vacation, figured out how to purchase a home or car or any other financial matter that requires some strategy, this means you have experience.

If you have been investing through your life, then you also have experience with market fluctuations.  As we slip into the heat of the summer and consider all the variables associated with the current state of the world and the broad markets, we may be able to look at our resumés and realize that we have more experience riding out temporary uncertainties then we realized.

Peter Janowsky