How is your summer going so far? For me, it certainly feels like there is a lot going on. This time of year, especially, can feel like there’s more to do, read, and process than there are hours in the day. As we navigate our daily lives, it’s hard to keep up with the constant stream of news and events. The world around us can often seem filled with challenges and conflicts, amplified by the fire hose of information from social media and news outlets. It can feel overwhelming to take in, and maybe sometimes you might even wish there was less coming at you at a given moment.
If your July is like mine, it is … a lot.
I wanted to invite you to try looking at this overwhelm as you navigate your daily life through a different lens. Instead of viewing these information sources and feeds as too much, what if we viewed them as freedom?
This July 4th, I am more grateful than ever to be part of this nation. The freedoms we enjoy are unique and valuable — the right to express our thoughts, pursue our passions, and push the boundaries of what is possible. Independence Day is the perfect time to celebrate and show gratitude for these American values.
At Concentus Wealth Advisors, we believe that true wealth goes beyond money and assets. It encompasses the freedoms and opportunities that allow us to live fulfilling lives. This July 4th, let’s reflect on the broader definition of wealth — one that includes the liberty to dream, aspire, and achieve.
We owe a profound debt of gratitude to the men and women who have sacrificed so much to protect the freedoms we enjoy. Their dedication and service have made it possible for us to dream big and reach for the stars. To every person who has served, we extend our heartfelt thanks.
As you celebrate today, I hope you find a moment to honor the true meaning of this holiday. Let’s appreciate our freedoms — even if it can feel like a bit too much sometimes; we’re grateful for the opportunities that exist for us. Let’s remember that wealth is not just measured in dollars but in the richness of our experiences and the depth of our gratitude.
Happy 4th of July from all of us at Concentus Wealth Advisors. May your day be filled with joy, reflection, and a renewed sense of the incredible opportunities that lie ahead.
About VALUABLES
Many financial advisors focus on communicating with clients to provide complex analysis of the investment markets and economies. However, we have learned that most clients are not particularly interested in this complex analysis. Most clients hire an advisor for their knowledge of the markets, not for their ability to explain that knowledge. Most want to know what time it is, not how to build a watch.
Experience has taught us that wealthy families care most about using their wealth as a means to a desirable end, which is to achieve a more satisfying, fulfilled and impactful life, and to fulfill their most important Life Values.
VALUABLES is a periodic article series focused on the concepts, systems, and habits which we have observed among families who have been successful in this quest to use their wealth as a tool to live a life of significance. The most successful families share a set of habits, systems, and insights which enable them to use their wealth as a tool to fulfill their Values and what is most important to them.
We named this article series VALUABLES, because it provides an exploration of those habits, systems, and insights. We hope it will help you to consider your assets and possessions which are most valuable to you, and how you can use your financial wealth to enhance and cultivate your true “Valuables”.