19 Reasons I Am Thankful in 2019

A&I Wealth Management > Periscope Newsletter > 19 Reasons I Am Thankful in 2019

Why are you thankful this year? Please share with me and/or your financial advisor. Here are 19 reasons I’m thankful in 2019:

  1. My financial planner kept me invested this year even when I was feeling stress about the market.
  2. My financial planner understands me, my family, and my goals and helps me feel safe.
  3. I have a real-life financial plan that will help me reach my goals and live a life of independence, dignity, and purpose.
  4. I am thankful for the things I can control; and thankful that I am not responsible for all those things I cannot control.
  5. I am thankful the things I can control matter infinitely more in my real-life financial plan.
  6. I’m thankful I have someone to talk to about these things.
  7. I’m thankful I work with a registered investment advisor that adheres to the fiduciary standard and that puts my interests above those of his own.
  8. I’m thankful for my optimism.
  9. I’m thankful for my goals—and want to share them with you.
  10. I’m thankful for my past, my mistakes, my challenges, and my learning opportunities.
  11. I’m thankful I can still see and hear—and thankful someone wants to see me and hear me too.
  12. I’m thankful for my clients and your health, and prosperity, your trust and your kindness towards me and our team.
  13. I’m thankful that I spend my days with a team of loving people who warm my heart and inspire me to grow, to learn, and to improve.
  14. I’m thankful for my country.
  15. I’m thankful for the men and women who keep my country safe.
  16. I’m thankful for the progressive thinkers who help us dream.
  17. I’m thankful for the conservative thinkers who keep us rooted.
  18. I’m thankful my family has their health.
  19. I’m thankful for my faith.


About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.