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Newsletter | April 2021
Team Time
With April being FINANCIAL LITERACY MONTH, Nick of our Shakespeare Financial Literacy Team has listed book suggestions for you in his Tip of the Month (Happy Reading!).
In honor of April of being Financial Literacy Month, here are a few of our favorite books on finances and markets:
The Psychology of Money by Morgan Housel: A collection of short stories exploring the interaction of money and how people behave is an enjoyable read that’ll keep you turning the page. “Financial success is not a hard science. It’s a soft skill where how you behave is more important than what you know.”
The One-Page Financial Plan: A Simple Way To Be Smart About Your Moneyby Carl Richards: An easy read by the Sketch Guy columnist appearing weekly in The New York Times, Carl helps you focus on the big picture, prioritizing what is important to you and how to get there even when things go off the tracks.
A Random Walk Down Wall Streetby Burton Malkiel: A classic in investment literature, this book popularized the idea of passive index investing built on the foundation that no one can predict the market’s ups and downs and that it is simply a random walk. Over the years, new editions have tackled behavioral finance, factor investing, cryptocurrencies, and robo-advisors in addition to the original theories on stocks, bonds, home ownership and real estate investments.
When Genius Failed: The Rise and Fall of Long-Term Capital Managementby Roger Lowenstein: An inside look into the rise and fall of Long-Term Capital Management. LTCM was led by some of the brightest and best minds on Wall Street – including Nobel Prize winning economists – proving that egos can be too big and mathematical certainties can fail. If not for the Federal Reserve stepping in to organize a bailout, it is believed the collapse of LTCM would have crippled the global markets.
Kevin's Covid Corner
Shakespeare is open for business and ready to meet with you in the office!! Your Shakespeare adviser will be reaching out in the coming months for your regularly scheduled financial review. If you want to see us sooner, just let us know; and we’ll get a time on the calendar for you to come in. Of course, Zoom meetings will always be an option; and we’ll continue to use virtual sessions to connect with you throughout the year.
As of May 1st, the Shakespeare team will all be together again in our newly renovated office, the first time since last Spring. Gone are the days of working from home (for the most part) and back are the days of connecting at the water cooler with colleagues and team members being subjected to my bad jokes. - Kevin
Up Next
Please join us for these upcoming events!
Sign Up Now!
Saturday, May 22nd
American Lung Association's Fight for Air Climb at American Family Field (Miller Park).
Please join our team in climbing outside for the shared challenge, for the camaraderie, and for a world free of all lung disease (including COVID-19).
Shakespeare will pay entry fees for the first 20 team members to sign up here.
Hope Street Ministry's Hike for Hopeat Nashotah Park.
At this year's hike, our team will get to hike with a Hope Street community member. You'll have a chance to hear their story, ask questions and begin to see the transformative nature of a place like Hope Street.
Family members, friends and dogs are welcome to join our team!
We continue to work out the details for our new Second-Opinion Program. It will provide a free opportunity for your friends and loved ones to see if they are missing any financial planning opportunities, and to help identify any gaps that need to be filled.
Out and About
Brittany and her family celebrating her mom's birthday at the Brewers Game! Happy Birthday Mom!
Kevin and friend Steve downhill skiing in Park City, Utah.
Anybody else think Brian's kitty needs her own Facebook and Instagram? This is extreme cuteness overkill!
Ryan's March Madness Television Setup. Can anyone relate?
Colleen and her beautiful friend Laura, sporting their "No Worries. None." caps in memory of Laura's fun-loving niece, Marleh Lehman.
Health, Wealth & Happiness
Health, happiness and wealth depend on each other. To reach your goals of a happy retirement, do not overlook the value of a healthy retirement. More than 80% of today's retirees say health is the most important ingredient for a happy retirement (valuing good health even over financial security).
April's Tip for a Happy Retirement - Prioritize Happiness
If happiness for you means spending time with friends and family, put yourself in a place where friends are right outside your door, or just a phone call away.
If happiness for you means lots of activity, consider living in a retirement village with pickle ball courts, boating, biking, tennis, bocce ball, swimming, dancing and other fun (to you) events.
If happiness for you means giving of your time and treasures, consider becoming involved with a local non-profit organization... and really dig in!
If you love being outside in nature, put on your sunscreen, bugspray and hiking shoes - or find a favorite park bench.
If learning, cooking lessons or crafting is your thing, there are plenty of classes available for free or low-cost. Keep your mind happy.
If traveling is what makes you happy, hop on a plane, train, or automobile and explore other parts of the world.
What makes you happy may not make the next guy happy. The key is to make a point to be with the people you love and doing the things that you love.
And if you can't be with the one you love, honey
Love the one you're with - Crosby, Stills & Nash
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