perspectives


In 2013, I embarked on a new journey – this blog, Perspectives. Its objective is to provide insight into the financial markets and perspective on strategic wealth management issues. There is never a shortage of topics to share and I believe that the blog has been a great way to communicate with clients and friends in a timely manner. Enjoy!

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2020 – Greater Clarity
by Shelly Appleton-Benko | January 9, 2020

Who remembers when journalist Barbara Walters anchored ABC’s newsmagazine 20/20? A pioneer in American broadcasting, Barbara hosted a variety of television shows over the years, including most recently, The View. Her signature phrase for over 15 years, “this is 20/20,” has recently trended on social media, complete with its own Saturday Night Live New Year’s Eve skit!

With 2020 now upon us, I would like to channel my inner journalist (I was a Communications Major, you know!) and release a monthly segment to create greater clarity (20/20 vision) in regards to your financial journey.

In addition to our other timely and topical blog pieces, I propose the following monthly topics, and invite you to read along. Should you have any other topics you would like covered, please let me know!

2020 - Clarity

 

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About Shelly

Shelly is a Portfolio Manager with expertise in strategic wealth management. She has over 20 years of investment experience, helping affluent clients build, preserve and transition wealth. She manages her clients’ financial resources by considering not only their fiscal situation, but also their non-financial needs and priorities. Taking the time to understand these priorities, she forms a cohesive and effective wealth management strategy for her clients.

Recognizing that a financial plan is constantly evolving, Shelly provides a full range of financial strategies relevant to different life stages. Her business focuses on advising families, entrepreneurs, as well as not-for-profit organizations and corporations with tailored financial solutions. + Learn More

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