At Weaver we’ve come to know through our clients that they like to stay informed about the economy and markets, which is why we’ve come up with “3 in 3.” “3 in 3” is a monthly video series centered around three current market themes for the month with their accompanying data points. At Weaver Consulting Group it’s our goal to provide the maximum amount of value to you and your family. We hope this helps you feel more informed, which allows you to be more confident, so that you may find yourself inspired and worry free in retirement!
In 1943, Abraham Maslow presented a hierarchy based on the idea that there are different levels to people’s needs. He believed the ones at the bottom must be met before fulfilling those at the top. That same pyramid can still be used today to help with needs versus wants. We all make lifestyle choices, but are you getting emotional satisfaction from them? If not you might be sacrificing a need for a want.
We were grateful to spend a special evening enjoying wine and appetizers with our wonderful community of clients last week at the Pasea Hotel and Spa in Huntington Beach, CA. Our first year went by so fast and the transition would not have gone as smoothly if it weren’t for the trust and support from our clients. We are looking forward to our next Client Appreciation Event in October.
Summer is almost here and it is the perfect time to travel. The world is a beautiful place and there are many ways to explore by car, ship or foot. Do you have any once in a lifetime trips planned for this summer? Or will you be traveling to a favorite place you’ve been before? We’d love to hear what you have planned!