It is fair to say we spend a good portion of our time researching, thinking and talking about what will happen this week, next week, next month, and next quarter. Will inflation come back down? Is there a recession coming, and if so, how will it look? How could capital markets react? Then, of course, constructing and managing portfolios that are more resilient to what may lie ahead to help our clients navigate the road ahead. While many clients are interested in what may come next, of greater importance is the long-term investment journey towards whatever their long-term goals may be – aka the financial plan.

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