Sip and Savor: Enhancing Your Financial Strategy
In June, our Highland Family Wealth clients joined us for a delightful wine tasting at Gervasi Vineyard in Canton. The sun shined brightly over a beautiful day. After enjoying lunch, games, and a stroll through the property’s lush greenery, we walked into the Wine Cave for an educational tasting hosted by Gervasi’s team of sommeliers. We gathered around two circular tables inside the cool stone cave and listened to a presentation while sipping four of Gervasi’s house wines.
Our sommelier guided us through each wine and taught us “The 5S Method” of proper wine tasting: See, Swirl, Sniff, Sip, and Savor.
If you casually enjoy wine, you may not realize how following this slow, deliberate method can influence the wine’s flavor. I discovered—through back-to-back comparison—that sipping the way the sommeliers recommended prevented any bitterness, typically caused by an unrefined swig, from crossing my palate. Tasting with intention requires practice, but the improved experience makes it worthwhile.
With that insight in mind, we created our own “5S Method” to help you fully enjoy the financial wellness you work so hard to maintain—and avoid the bitterness that can arise during periods of distracting news or market volatility:
Structure your financial plan and asset allocation to match your risk tolerance and needs.
Steward your finances with care—be thoughtful and intentional about the potential impact of your wealth beyond monetary value.
Surrender to the reality of market volatility—it has always been around and will be for our lifetimes.
Stay committed to your strategy with discipline, keeping long-term vision at the forefront.
Speak up when you have questions, feel uncertain, or need our help feeling confident in making decisions to achieve your next financial goal.
With these strategies in mind, you will be well on your way to savoring financial wellness for a lifetime. Adhering to time-tested principles and resisting the temptation to make impulsive decisions takes practice and intention and is always worth it in the long run.
To dive deeper into the Highland Family Wealth team’s “5S Method” reach out to Randy Fairfax by email, rfairfax@highlandusa.net, or call 440-808-1500.
Highland Consulting Associates, Inc. was founded in 1993 with the conviction that companies and individuals could be better served with integrity, impartiality, and stewardship. Today, Highland is 100% owned by a team of owner-associates galvanized around this promise: As your Investor Advocates®, we are Client First. Every Opportunity. Every Interaction.
Highland Consulting Associates, Inc. is a registered investment adviser. Information presented is for educational purposes only and is not intended to make an offer of solicitation for the sale or purchase of specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
