Income Investor Perspectives

NOW AVAILABLE! The 2016 Summer Thinking List.

Last summer I published the first Summer Thinking List to help advisors and investors identify the 4 or 5 most important things to work on in the second half of the year. It was one of my most popular posts of the year!

This year, it has been split into two lists: one for advisors, and one for investors. (Advisors are encouraged to share the Investor’s List with clients and prospects.) Both versions are available as web pages and as printable PDFs.

Click here to read or download copies of the lists.

Above: summer at Lake Winnipesaukee. It looks pretty darn nice, doesn’t it? Is that person in the chair reading The Summer Thinking List?