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I Just Need a Little Sand In My Mussel

For those of you wondering, I’m still here and still active. There are a few reasons that I haven’t written a lot here recently and a few reasons why I am ready to be a little more active poster these days.

Ahh priorities… Clients always get first whack at my time. I might be on the more  “public” tasks of preparing annual reports, quarterly reports, talking to accountants, compiling year-end numbers, or working on each client’s annual Roadmap planning updates.

Or, I might be on the more “in house” tasks of balancing or rebalancing client accounts, analyzing stock positions, considering stock positions, research, trading into or out of something that I like or don’t like, etc.

These two priorities have kept me pretty busy… end of year and most recently end of quarter stuff… But, I’ve also been busy with my second course of action, which is helping new people to become new clients. Since I really take my time with their stuff and all new clients go through the process of figuring out where they are and where they want to be, this can take a lot of time.

After all of this, comes time for blatant self promotion and article-writing… which includes sitting back (a little… not enough to tip over my chair) and observing the world of the markets with a fresh enough eye to comment on them.

While I have had some difficulties getting far enough down the list to get pen to paper (figuratively, of course), there’s the OTHER reason: Any pearl of wisdom starts with a grain of sand that aggravates enough to impel one to action.

Frankly, every time that I look back to my late November post, I observe that what I recommend is what I’m still doing… this is what I’m still thinking… this is how I’m still positioning client accounts. And you know what? The market is still where it was when I wrote the post in November, about 1100 on the S&P 500.

So what’s changed? What’s the “sand in my mussel”?

Complacency. I can feel it creeping in again. I feel it when I talk to clients and prospects and I even feel it in my casual conversations. It is just these times that the general public seems to get a wake up call. Are you going to answer it?

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