I wish all my clients a wonderful holiday season and a happy New Year!
It’s been wonderful working with you all and I look forward to another productive year in 2023.
I also want to thank you for not only your trust in me but in how you make it possible for Hesperian Wealth to give back:
- This year I participated in several financial planning clinics hosted by the nonprofit United Policyholders (UP), helping victims of wildfire disasters out here in California move along the road to recovery. It’s heartbreaking to hear their stories, but they are putting their lives back together and UP and I play a small role in helping them do so. You may see me cite or refer you to resources from UP from time to time, as they are experts in insurance and disaster preparedness/recovery.
- Also, in partnership with AARP, I spent a couple of weeks answering questions from seniors on Social Security and Medicare topics. Next year I plan to expand my pro bono work with my local Financial Planning Association chapter.
- And as you may know, I’ve committed to donating 10% of my investment management fees. With a donation this year, I supported the Afya Foundation, which supplied medical and other non-military supplies to the people of Ukraine. Next year, I plan to return to supporting the Natural Capital Project at Stanford and As You Sow, two organizations working on environmental issues and/or reforming capitalism. If you’re an investment management client and you have a suggestion for an organization to support, please let me know. I hope to make even bigger gift next year. I’ll provide an update on next year’s Giving Tuesday.
All content presented in this article is for informational purposes only. Materials presented should not be interpreted as a solicitation or offer to buy or sell a security or the rendering of personalized investment advice, which can only be provided through one-on-one communication with a financial advisor. The content reflects the opinions of Hesperian Wealth LLC (HW), except where cited, which are subject to change at any time without notice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All information or ideas provided should be discussed in detail with a financial, tax, or legal advisor prior to implementation.
Investing involves substantial risk, including the potential loss of principal. HW makes no guarantee of financial performance nor any promise of any results that may be obtained from relying on the information presented. HW may analyze past performance, but past performance may not be indicative of future performance.
HW is not affiliated with any nonprofit we donate to. Neither the selection of any organization to support nor the inclusion of their logo or donate link on our website should be construed as any third-party recommendation of HW or its services.