In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
ARROWBOWWEALTH.COM
Monthly Market Insights | September 2020
The A&B team is back together...virtually! Day one of LPL Financial #Focus2020 is underway.
We've been busy working behind the scenes to enhance your client experience, but we can't wait to return to social and share what's new with all of you, soon!
In July, stock prices climbed higher as investors focused on COVID-19 vaccine progress and better-than-expected corporate earnings reports.
ARROWBOWWEALTH.COM
Monthly Market Insights | August 2020
In June, stock prices climbed higher as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow their economic reopening.
ARROWBOWWEALTH.COM
Monthly Market Insights | July 2020
In May, stocks rallied, fueled by a supportive Fed, and reported progress on a COVID-19 vaccine.
ARROWBOWWEALTH.COM
Monthly Market Insights | June 2020
Coffee and community goes hand in hand. ☕ Thanks for serving our neighbors and friends, Knowledge Perk.
Knowledge Perk
May 30 at 1:09 PM ·
What an awesome turn out this morning for our pop-up at Tara Plantation! We are so thankful the skies have cleared... This is the stuff we love to see!
Are you interested in having your neighborhood host one of our pop-up espresso bars? Have your HOA email us at info@knowledgeperk.com, we'd love to partner with you in bringing your community together.
Thank you Arrow & Bow Wealth Advisors for lending us your tent for the day, cheers!
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
ARROWBOWWEALTH.COM
Monthly Market Insights | October 2020
Arrow & Bow is excited and proud to be a sponsor of the 2020 Greater Charlotte Virtual Buddy Walk! The Buddy Walk annually provides about 50% of the needed resources for the Down Syndrome Association of Greater Charlotte to fulfill its mission. The goal of the Buddy Walk is three fold: to promote acceptance and inclusion of people with Down Syndrome; to raise the funds necessary to develop innovative and effective programs; and to enhance the position of the Down Syndrome community. To learn more or to make a donation please visit www.buddywalkcharlotte.org or www.dsagreatercharlotte.org. Thanks for your support!
DSAGREATERCHARLOTTE.ORG
Home - The Down Syndrome Association of Greater Charlotte
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
ARROWBOWWEALTH.COM
Monthly Market Insights | November 2020
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
ARROWBOWWEALTH.COM
Monthly Market Insights | December 2020
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
ARROWBOWWEALTH.COM
Monthly Market Insights | January 2021
We are revamping our website to make it easier for you to use in 2021. We want to hear from you! What features would be most helpful? Let us know in the comments below. 👇
It's almost game day and here are a few of our favorite recipes! They are taste-tested and sure to be a crowd pleaser. Share a picture or recipe of your favorite football snacks! #touchdown #weekendvibes #kitchenskills 🏈
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
ARROWBOWWEALTH.COM
Monthly Market Insights | February 2021
Scott and his son, Lee, delivered a special note and gift card for their mail carrier today. Show us how you brightened someone else's day and be entered to win a FREE bag of Arrow & Brew coffee!
Wednesday, February 17th is "Random Acts of Kindness Day!" We challenge our friends to use this week to do something good for someone else!
Drop a comment or image of you making someone else smile and you will be entered to win a FREE bag of Arrow & Brew coffee! And check back this week to see the good things Arrow & Bow staffers are doing...
Ideas are listed in the comments below...
“America was not built on fear. America was built on courage, on imagination and an unbeatable determination to do the job at hand.” - Harry S. Truman
There is only one happiness in life, to love and be loved! Happy Valentine’s Day from your friends at Arrow & Bow!
Happy Chinese New Year! 2021 is the Year of the Ox! In Chinese culture, the Ox is a faithful friend that makes great contributions to the development of the society. People born in the Year of the Ox are thought to be industrious, cautious, hold their faith firmly, and always glad to offer help. So what year were you born?
While many in the United States are beginning to receive vaccinations and people are starting to foresee a life after COVID-19, it remains clear that things aren’t yet back to normal. As a result, there has been a great deal of speculation about Congress putting forward an economic stimulus, covering the needs of both individuals and businesses.
While some businesses are opening in a limited capacity, it doesn’t make ends meet for both small businesses who have been forced to close for extended periods, nor their employees, who are about to see the end of another wave of enhanced federal unemployment benefits. That aid is set to expire on March 14, a date that is expected by some to serve as an overall deadline for economic assistance. All that remains certain is that, for many Americans, whether they run businesses or work for them, the need appears to be significant.
You may have concerns about the upcoming stimulus, and further developments that come to light as the final legislation approaches. As always, we welcome your questions and concerns and look forward to an update on how you are dealing with these challenging times.
Carla and her sweet daughter, Emma, have sponsored a child in another country through Food for the Hungry! If you want to know more about the organization and their programs, reach out to Carla!
Show us how you shine your light on others and be entered to win a FREE bag of Arrow & Brew coffee!
Arrow & Bow Wealth is not only a proud sponsor of the 2021 VIRTUAL 3-2-1 Dash but we have also accepted the 321 Mile Team Challenge! As a team, we are running, rucking, and walking our way to 321 miles by the end of the month! As of this posting, we are at 44.4 miles!
To learn more about the 3-2-1 Dash or the Down Syndrome Association of Greater Charlotte, make a donation, or to register for this event, visit https://raceroster.com/events/2021/38100/dash-for-down-syndrome-virtual-event
💙💛 #321Dash #FitFriday #teamwork
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
ARROWBOWWEALTH.COM
Monthly Market Insights | March 2021
4. WEALTH IS WHAT YOU DON'T SEE
Spending money to show people how much money you have is the fastest way to have less money. This is one of money’s greatest ironies. We tend to judge wealth by what we see, because that’s the information we have in front of us. We can’t see people’s bank accounts or brokerage statements. So we rely on outward appearances to gauge financial success. Cars. Homes. Instagram photos. But wealth is the nice cars not purchased. The diamonds not bought.
Singer Rihanna nearly went bankrupt after overspending and sued her financial advisor. The advisor responded: “Was it really necessary to tell her that if you spend money on things, you will end up with the things and not the money?” Wealth is an option not yet taken to buy something later. Its value lies in offering you options, flexibility and growth to one day purchase more stuff than you could right now. #ThePsychologyOfMoney
Credit: Elaine Floyd, CFP®
Employee Appreciation Day is March 5th! How are you celebrating the people who make it all happen? Social media love? Time off to pursue a personal passion project? Ice cream truck? #EmployeeAppreciation #ThankYou #SpreadJoy
Happy Doughnut Day! #StartTheDayRight #TreatThursday #EverythingIsBetterWithSprinkles
3. LUCK ALSO WORKS THE OTHER WAY - THEN IT'S CALLED RISK
When factors beyond your control threaten to cause adverse consequences it’s called risk. When managing your money it’s easy to mix up the role of luck/risk versus good/bad decision-making.
Say you buy a stock and five years later it’s gone nowhere. It’s possible you made a bad decision by buying the stock. It’s also possible that you made a good decision that had an 80% chance of making money, but you ended up on the unfortunate 20% side. Failure can be a lousy teacher because it causes smart people to think their decisions were terrible when sometimes they just reflect the unforgiving realities of risk. The trick when dealing with failure is to arrange your financial life in such a way that a bad investment won’t wipe you out.
#ThePsychologyOfMoney
Credit: Elaine Floyd, CFP®
March 20th is the INTERNATIONAL DAY OF HAPPINESS!
Day 2: We've all had moments of being present, whether it's listening to a song we love, appreciating the beauty of nature or being immersed in a hobby. These experiences involve fully focusing on the present moment, rather than dwelling on the past or worrying about the future.
Research shows that pausing and taking time to notice your surroundings can help you feel calmer and happier. And the good news is that we can actively create more of these mindful moments in our daily lives.
Here are a few simple tips to try now:
- Take five deep breaths. Notice how your body moves as you breathe in and out.
- Close your eyes. Name five sounds that you hear.
- Notice how you're feeling right now, with awareness but without judgement.
How will you be more present today? #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
8. SOME RISKS ARE NEVER WORTH TAKING
While you have to take risks to get ahead, some risks are never worth taking. This is the “Russian roulette should statistically work” syndrome: an attachment to favorable odds when the downside is unacceptable in any circumstances. #ThePsychologyOfMoney
Credit: Elaine Floyd, CFP®
Today is "Pack Your Lunch Day!" Our advisors fuel up in a variety of ways...Scott has his Italian sub while Deena has a Clean Juice on the run (literally! Do you see the ruck on her back?)
So what was in your lunchbox?
March 20th is the INTERNATIONAL DAY OF HAPPINESS! For the next 10 days, think of us as your happiness coach.
With so much uncertainty in the world right now, it’s only natural to focus on what’s wrong. But research shows it’s vital you also pay attention to the things in your life that you’re grateful for. Every day may not be good, but there is something good in every day. Noticing and appreciating the little good things helps you feel happier and deal better with the challenges.
Let’s give this a try right now:
- Bring to mind something that made you smile recently, however small.
- Look at your surroundings and notice one thing you’re thankful to have around you.
- Think of a person that you’re happy to have in your life. (Bonus points, call or send them a text.)
What (or who) are you grateful for and why? #WellnessWednesday #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
7. YOUR PLAN WILL NOT GO ACCORDING TO PLAN
One thing blackjack card counters know is that no matter how accurate they are in their count, an unexpected card could come up. They weigh the probabilities of this based on how many cards remain to be played. Then they adjust their bets accordingly, betting more when the odds are good and less when they are not. Blackjack players know they are playing a game of odds, not certainties.
Benjamin Graham, the famous investor, knew this too. He created what he called a margin of safety. When you don’t (can’t) know what card will come up or what rate of return your portfolio will earn over the next 10 years or exactly what date you’ll be able to retire, you create a margin of safety. One example of this is to assume your investments will earn one-third lower than the historical average and then base your savings plan and retirement target date around that. #ThePsychologyOfMoney
Credit: Elaine Floyd, CFP®
Today, the annual celebration of Irish culture begins with parades, festive music, and fun from coast to coast. Celtic music, corned beef and cabbage, the camaraderie, and the wearing of the green are just a few parts of the holiday we look forward to every year.
What makes this day special for you? #LuckOfTheIrish
March 20th is the INTERNATIONAL DAY OF HAPPINESS!
Day 8: It’s OK not to be OK. Everyone faces adversity in their lives and it's completely normal. When faced with a difficult situation, you have a choice about how you respond. You can let it bring you down, or you can do something to help you overcome it. This is called resilience.
Think of something that’s causing you stress at the moment. Here are some ideas to help you bounce back. Plan to do one of these today or come up with your own:
- A problem shared is a problem halved. Call a friend or family member and talk about what’s going on.
- Reframe the situation. Look for a way to see this as an opportunity and respond constructively to it.
- Shift your perspective by doing something that brings you joy, like exercising, reading or listening to music.
What will you do to be more resilient today? #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
March 20th is the INTERNATIONAL DAY OF HAPPINESS!
Day 7: Trying new things can boost our confidence and bring a sense of achievement. But if lots of things are changing around us, it can feel overwhelming too.
So if you haven't tried anything new recently, make a plan to do something different today. Or if your daily routines have recently changed, try to make the most of your new situation.
Here are some ideas to help you do something different or appreciate what's new:
- Listen to different music or a new podcast.
- Try out a new game, exercise or food.
- Look for the positive aspects in recent changes to your routine.
- Make time to do something you love but haven't done recently.
What will you enjoy doing differently today? #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
Today is March 15th! You have another month to make an IRA contribution for 2020! Contact your advisor today. #MoneyMonday
March 20th is the INTERNATIONAL DAY OF HAPPINESS!
Day 6: Helping others is closely linked to happiness, so today we’re exploring ways to include more acts of kindness in our day. This is particularly important when those around us are facing difficult times. When you do something kind for someone else, you make a difference for them and this also enhances your own wellbeing too.
Here are three ideas for small acts that you can do today. Try one of these or come up with your own:
- Treat people with a little extra kindness today, including yourself.
- Ask a loved one how they're feeling and really listen to them.
- Offer to help someone who might be lonely or in need of support.
What act of kindness will you do today? #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
March 20th is the INTERNATIONAL DAY OF HAPPINESS!
Day 5: Has anyone ever told you to give yourself a break? We tend to hold ourselves to an unrealistic standard and then beat ourselves up when we don't achieve it. But, the good news is that we can learn to speak more kindly to ourselves and it really makes a difference.
Bring to mind something you’re hard on yourself about. Perhaps it’s something you feel “should” have done (or not done) or that you’re not “good enough” at?
Now imagine someone you love is being hard on themselves in that same way.
- What would you say to reassure your loved one?
- What sort of words would you say to support them?
- How would you want them to feel?
Here’s the clever part...now turn those same warm feelings inwards towards yourself. Say the same kind things to yourself in the same caring way.
What would you say to a friend being hard on themselves? (and now say it to yourself) #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
Week 3 and we have passed the halfway point! The Arrow & Bow Wealth Team has logged over 180 miles to the 321 Mile Team Challenge!
To learn more about the 3-2-1 Dash or the Down Syndrome Association of Greater Charlotte, make a donation, or to register for this event, visit http://ow.ly/efMu50DXKCu 💙💛 #321Dash #FitFriday #teamwork
Today is Client Appreciation Day! Arrow & Bow celebrates you today and every day! #ThankYouForTrustingThePlan
HAPPY INTERNATIONAL DAY OF HAPPINESS!
Feeling like you're part of something bigger than yourself brings a sense of meaning to life. We can all make a difference to something or someone else. It can also help us get our daily worries and problems into perspective.
Here are a few simple ways to help you feel more connected and purposeful. Try one of these or come up with your own:
- Collect together photos of people and things that are meaningful to you.
- Do something to contribute to a cause you care about.
- Volunteer your time (there are ways to do this virtually too.)
- Spend time in nature or a place that inspires you.
- Create something, like a piece of art or music.
- Help someone. Anyone.
What will you do to feel part of something bigger? #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
March 20th is the INTERNATIONAL DAY OF HAPPINESS!
Day 9: Having a goal that you’re excited about can help you feel more motivated and purposeful. And guess what? It doesn’t have to be complicated. It could just be a simple plan for something you're looking forward to, like catching up with an old friend.
Whether your goal is big, like completing a project, or small, like taking 5 minutes to relax, it can bring a sense of purpose and help you feel more satisfied.
What goal are you excited about and what’s your next step towards it? #ActionForHappiness #LiveBetter #HappierWorld
CREDIT: 10daysofhappiness.org
Mark your calendars to eat a sub! On March 31st, 100% of sales (not just profit) from local Jersey Mike's Subs will be donated to The Isabella Santos Foundation which helps kids beat cancer, grow hair, and live their dreams! #JerseyMikesGives #CarbsForACause
WED, MAR 31 AT 10:00 AM EDT
Jersey Mike's Day of Giving: Eat a Sub for Pediatric Cancer
Week 4 and the Arrow & Bow Wealth Team is crushing it! Only 45 miles from our 321 Mile Team Challenge goal!
To learn more about the 3-2-1 Dash or the Down Syndrome Association of Greater Charlotte, make a donation, or to register for this event, visit http://ow.ly/efMu50DXKCu 💙💛 #321Dash #FitFriday #teamwork
Some of you may have noticed a new face or two on the Arrow & Bow Team! Please welcome Gillian Layng and Tamara Stegall Ingold ! #TeamworkTuesday
