January 7, 2021

HAPPY NEW YEAR! What’s your resolution?

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Everyone was thrilled to sing Auld Lang Syne on New Year’s Eve, toss that 2020 calendar into the garbage and start anew. But how do you take the blank slate that is 2021 and make it a better year?

It is all about making a New Year’s resolution that you will want to keep: Become a better investor!

Here are four simple tips:

Create or update your investment plan.
Strategic planning creates discipline. And like we know, without discipline an investment is likely to fail.

Assess your risk.
Are you taking more risk than you have the willingness or need to take? Has your situation recently changed? Excess risk may lead to unnecessary losses.

Too often, older investment accounts – like that 401(k) from your last job – are neglected. Combining and simplifying your accounts will help make your investments easier to track.

Be aware of costs.
High costs can reduce investment performance. We can review and discuss every cost and fee you may incur.

You don’t need to do it alone.
Creating a New Year’s resolution is simple but sticking to it certainly isn’t easy. Let’s work together to make 2021 a better year. Call or reply to this email today to add this topic to our next meeting agenda.


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Donna M. Feder, CPA
Partner/ Woodland Hills
DK Wealth Management LLC
21600 Oxnard Street, Suite 2000
Woodland Hills, CA 91367

Tel 818-385-0585
[email protected]

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Thane F. Kelton, CPA
Partner/San Diego
DK Wealth Management LLC
4225 Executive Square, Suite 900
La Jolla, CA 92037-1485

Tel 858-642-5050
[email protected]

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Kristopher Lindley, CFP®
Financial Consultant
DK Wealth Management LLC
12555 High Bluff Drive, Suite 210
San Diego, CA 92130

Tel 619-550-4619
[email protected]

DK Wealth Management LLC | La Jolla | University Heights | Woodland Hills | Beverly Hills

Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor. DK Wealth Management LLC and its individual partners are solicitors to Integrated, compensated for solicitor services. DK Wealth Management LLC and its individual partners do not provide investment advice. DK Wealth Management LLC and its individual partners are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement.

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