Check the background of this financial professional on FINRA’s BrokerCheck

Tom MacLennan

I am a Certified Financial Planner™ who helps people plan and invest.

Quarterly Update – Spring 2022

by

Quarterly Update – Spring 2022

My quarterly post covering personal and professional updates, and some links.

Upcoming Posts

A quick plug on some upcoming updates. Admittedly, I’ve been slack about creating new content on this blog, especially on the topics of investing and financial planning. That will change over the next few months – I have several posts in the pipeline that address specific topics on finances, retirement general planning, investing, college planning, and markets.

WMS Updates

It’s been a good start to the year for us here at WMS. We have been routinely meeting with clients to discuss their investment portfolios and planning updates. We have also been preparing full financial plans for several new clients. While most of our clients need help with investment management, several of our newest clients (and referrals) are primarily in need of a comprehensive financial plan. I’ve enjoyed getting to know these clients and putting together recommendations for them. 

A few other updates in addition to the client work, 

  1. I’ve been working with Tim, who joined us back in January 
  2. I’ll be back in our Maryland office in May for meetings
  3. I’ll be traveling to California in May as well for Grove Point Financial’s Top Producer Conference. Cameron is going with me and we’ll tack on a few days before for some personal travel.
  4. We’ve hired an intern for the summer. This is our first time in a number of years having an intern so we are excited, and hope to develop an intern program every year.

Personal Updates

Since my last update post in November, only a few updates to report. Overall, we are doing fine. It was nice to have a few slow months before gearing up for a busy May and early June. We have a few long weekend trips planned to the beach and mountains over the next few months. 

Gaines, who will turn 3 in June, is now fully potty trained and gave his pacifiers away recently. He packed them up for the mailman to give to the babies who need them. I’ve included a few pictures below.

Links, Articles, Miscellaneous

A few articles, podcasts, or interviews that I’ve enjoyed recently. 

  • Predicting the Next Recession (Calculated Risk)
  • The great NFT sell-off: has the digital collectibles craze hit it’s peak? (FT)
  • Here Comes the Full Amazonification of Whole Foods (NYT)
  • No Harm in Asking (Humble Dollar)
  • Smartless with Micheal Lewis (Podcast)

All for now, and please reach out anytime.

Tom

If you like this post, share it or forward it to a friend! They can sign up for my blog posts and emails here.

Like this post? Share it!