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Welcome to the very first edition of The Slate!
Every other Wednesday, we’ll be dropping into your inbox with a collection of thoughts, insights, and hopefully a little something that makes you think – or even smile.
You can expect a mix of market insights, financial planning ideas, educational articles, timely topics, and occasionally something that has absolutely nothing to do with the markets or your money. All of our articles and past editions will also have a home at BlankSlateFinancial.com.
As we launch The Slate, fall is just around the corner—and it seems like an appropriate time to talk about change.
There is certainly no shortage of it.
Markets have given investors plenty to think about. The economic, social, and political landscape can feel increasingly noisy, and depending on the day—or the headline—it can be easy to wonder whether we should be doing something differently.
Our message is simple: don’t let short-term noise interfere with a well-thought-out, long-term plan.
Markets will rise and fall. Headlines will come and go. Political environments will change. What shouldn’t change with every headline are the goals and priorities that led us to create your plan in the first place.
That’s part of what Blank Slate means to us.
A blank slate isn’t about forgetting where you’ve been or starting over. It’s about taking what you’ve learned, understanding where you are today, and being intentional about what comes next—with your money, your time, and the things that matter most to you.
We’re doing a little of that ourselves.
We’re getting settled into our new home, and we’re excited about this next chapter for Blank Slate Financial. More importantly, we’re looking forward to welcoming you into the new office and making it feel like your home, too.
Finally, as we begin The Slate, we simply want to say thank you.
Thank you for your patronage, your confidence, and most importantly, the trust you place in our firm and our team. We never take that trust for granted.
Fall reminds us that change is inevitable—but it can also be exciting. Sometimes a new season is exactly the opportunity we need to look at the slate in front of us and ask:
What’s next?
We look forward to helping you answer that question—and having a little fun along the way.
Welcome to The Slate.
Kile and The Blank Slate Financial Team
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Blank Slate Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. https://Bit.ly/KF-Disclosures
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.
