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Evaluate the Forest, not each Tree

Warren Buffett has a way of communicating financial principles in ways that hit home, and this year’s annual letter to shareholders is no exception. He’s managed Berkshire Hathaway since 1965, growing the company into a $500 billion conglomerate that owns and operates 66 different businesses generating $225 billion in sales.

Warren Buffett, CEO of Berkshire Hathaway. Photo credit-https://www.fool.com

Thanksgiving Day is almost upon us, and hopefully we will be spending this day and a meal with our family, friends, and loved ones.    It’s wonderful to be able to reminisce about great memories from years gone by, and to make new memories for future generations to come.

Many of us don’t get together nearly as frequently as we want with our loved ones, sometimes just once or twice a year, and mainly around the holidays.  Due to the fact we only see these loved ones a couple of times a year, we may be more alert and notice subtle changes in people’s demeanor; maybe someone is slightly more forgetful asking you to repeat things a bit more often, or maybe they’re not as steady on their feet as they were last time you saw them.  That’s just human nature as we all get older, and probably they know it just as well as you do.

In my career in Wealth Management, it’s part of our process to always ask, “So what does your estate plan look like?”  This question takes a different light as your family and clients get a bit older, and having parents in their early 80’s makes me look at things through a different lens. 


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