Welcome to Gretchen’s June Vlog!


Here’s a quick rundown of this month:


Exeter Trip: A fantastic start to the month with productive days in Exeter, filled with friendly conversations and cash flow planning. It was great to see some of you in person again!


️ Upcoming Election: With the election just a week away, there’s a lot of uncertainty. Remember, capital markets usually aren’t swayed by politics. It’s best to keep politics out of your portfolio. We’ll keep you updated on any changes that might impact your financial plans after the election.


New Qualification: I completed the Chartered Institute for Securities & Investment (CISI) Certificate in Ethical AI. This deepens my understanding of AI and its ethical challenges. We’re currently using AI for high-quality meeting notes, to-do lists, and some investment data analysis, and we’re excited to explore more tools to enhance our services.


As always, your peace of mind is our top priority. Don’t hesitate to reach out with any questions or concerns. We’re just a phone call or email away.


You can watch the full vlog here


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