Blessings and Goals
‘Tis the holiday season and year-end approaches. This is an excellent time to reflect on our blessings, celebrate our accomplishments and set goals for the New Year. It is also a good time to lend a hand to those less fortunate. This week I would like to share with you some of the things for which I am most thankful, as well as some of my goals for the New Year.
My family is a constant source of connection and support, for which I am grateful. My daughter Katie is in graduate school and doing a supervised internship in the Boston area. My stepdaughter Kat graduated from college in Philadelphia and is also living in the Boston area. It has been a true joy to be able to spend time with both daughters. Of course, I am proud of my stepdaughter Jen who will be graduating from college this spring. My three brothers and I (who are scattered across the US) enjoyed a mid-year reunion with our mother in the Midwest who turned 95 years old this year — a blessing.
I am enormously thankful to live in a gloriously successful country and to have been spared by various natural disasters. This has made me even more mindful of those less fortunate, and I will make it a point to be more helpful, however modest my contributions relative to the scale of the victims’ needs.
Naturally, I am immensely grateful for the blessing of my clients’ confidence and support. Their success and satisfaction is, and will continue to be, the mission of my enterprise. Equally well, I am blessed by the assistance of dedicated, thoughtful and creative professional service providers, without whom I would not be able to serve my clients nearly so effectively.
My goals for the New Year include re-doubling my efforts to ‘give back’ more, while at the same time growing my business. I have the capacity to serve a few more clients and am looking forward to doing so in the New Year. In that vein, I have expanded my practice to include project consulting for endowments and private practices. You will learn more about my Investment Management Assessments in 2013. I also serve as the Chief Investment Officer of my family’s investment fund and have decided to open it up to a select group of private investors.
My top priority for 2013 will be to continue to provide the highest quality service to private clients and endowments who have asked me to assist them in developing and implementing their investment strategy. This is, and will remain, my touchstone.
If you are so inclined, please share with me the things for which you are most thankful and your goals for the New Year, especially those where I may be of assistance. As always feel free to ring me at 617.945.5157, or to send me an email at Jack@RGPIC.com.
Warmest winter holiday wishes,