![\"\"](\"https:\/\/www.whitcomb.com\/wp-content\/uploads\/2023\/08\/20230801_tb1.png\")
<\/figure>\n\n\n\nStart With Why<\/h3>\n\n\n\n
Every summer, Whitcomb & Hess sponsors optional book clubs for employees. It\u2019s a great opportunity to pause, reflect, and think about how we can do our jobs better and help clients more effectively. This summer, one of the books we\u2019re reading is Start With Why by Simon Sinek. If you are interested in the premise, you can watch Sinek\u2019s famous TED Talk here<\/a>.<\/p>\n\n\n\n As advisors, it\u2019s easy for us to start with questions like \u201cwhat?\u201d and \u201chow?\u201d We tend to talk about things like diversified portfolios, ETFs, mutual funds, stocks, bonds, rebalancing, and company fundamentals. But the biggest and most meaningful conversation we can have with you is always \u201cwhy?\u201d<\/p>\n\n\n\n Having money doesn\u2019t matter much if you don\u2019t know what it\u2019s for.<\/p>\n\n\n\n This graphic represents the ongoing process of wealth management \u2013 how we continue to work with you to answer the WHY question. As you can see, it\u2019s not a one-time conversation. We will keep having these Why conversations with you as your timeline, needs, or goals change.<\/p>\n\n\n\n When was the last time you thought about why <\/strong>you invest? Let\u2019s talk more about it.<\/p>\n","protected":false},"excerpt":{"rendered":" July Market Recap In July, stocks continued to rally. While US small caps led, large caps and international stocks also had attractive returns, while bonds were flat. For the calendar year, all four asset classes have made money. So far, it\u2019s been a good year to invest, despite many negative news headlines. Start With Why […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"categories":[46],"tags":[92],"acf":[],"_links":{"self":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts\/6514"}],"collection":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/comments?post=6514"}],"version-history":[{"count":4,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts\/6514\/revisions"}],"predecessor-version":[{"id":6520,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/posts\/6514\/revisions\/6520"}],"wp:attachment":[{"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/media?parent=6514"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/categories?post=6514"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.whitcomb.com\/wp-json\/wp\/v2\/tags?post=6514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Why Do You Invest?<\/h3>\n\n\n\n
![\"\"](\"https:\/\/www.whitcomb.com\/wp-content\/uploads\/2023\/08\/advisory-process-loop.png\")
<\/figure>\n\n\n\n