While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude since the Pilgrims arrived on our shores. Since then, our country has experienced wars, depressions, natural disasters, social upheavals, and international crises, and still we come together at this time of year to remember what’s important and be grateful for what we have. This year, in the middle of a global pandemic and a charged election season, we think it’s more important than ever to celebrate Thanksgiving and turn our minds to our many blessings.
Gratitude In Hard Times
When COVID-19 shut our country down back in March, many of us took the time to slow down, reflect on what matters to us, and be grateful for both the small and significant things in life, like health, our homes, those who work in essential businesses, and our schools. Over the past 8 months, your endurance, patience, and perspectives have probably been tested more than ever. We encourage you to use this time of year to take a deep breath, shut out the noise, and celebrate, even if it looks different than usual!
It’s All About Relationships
When we think back on 2020, the word family is what keeps coming to mind. Being a family means you are part of something wonderful and special. It means you will love and be loved for the rest of your life, no matter what. COVID-19, while a tragic global event, has given us opportunities to focus on our family at home and spend more time with those who mean the most to us. We know that these times and circumstances won’t last forever, so let’s turn our attention to the silver lining, the blessings and experiences that bond us together and appreciate each other as family. Even if you are not traveling to join with family this Thanksgiving or your traditions have to be modified, don’t forget to reach out to those in your life and share what they mean to you.
This is our chance to do that with you, our valued clients! We have missed having our family of clients come in and out of our offices on a daily basis and seeing you in person. We are so thankful for the technology and staff (our internal HBA family) that allows us to build our relationships and be a support for you in these times, and we look forward to connecting with you when it is safe to resume life as usual. We love our clients and colleagues that support, encourage, and trust us enough to let us be part of their journey toward living their one best financial life.
On that note, as a gift of appreciation, we decided to waive 100% of our financial planning fees for all of our existing clients for 2020. We know this year has brought unprecedented challenges and we wanted to ease the burden for our clients and lift their spirits. The $2,500 fee works out to about 10% of our annual revenue, but our clients are more important than money, and we wanted to show you how much we care about you and your life.
We hope that your Thanksgiving leaves you refreshed and recharged and ready to look forward with hope. Through it all, we are here for you and your family, just a phone call away. Since we all need a bit of a pick-me-up these days, we would like to extend our waived financial plan fee gift until December 31st for any of our friends and family who need to build their own financial plan. We’d love it if you paid our gift forward to bless someone else. Reach out to us at (626) 529-8347 or email Ricky directly at ricky@hbawealth.com with your questions, concerns, or just to touch base before the end of the year. Happy Thanksgiving!
About Haydel, Biel & Associates
Haydel, Biel & Associates is an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at ricky@hbawealth.com.
The commentary on this blog/website reflects the personal opinions, viewpoints and analyses of the Haydel Biel & Associates employees providing such comments, and should not be regarded as a description of advisory services provided by Haydel Biel & Associates or performance returns of any Haydel Biel & Associates Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Haydel Biel & Associates manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.