Although many studies, including recent research from Fidelity, show that Americans are often inadequately prepared for retirement, advisory clients tend to focus more on their finances than they do on their health, and that probably isn't a good thing.

We try to make it clear to clients that there are more important things than obsessing about their financial situations and that tracking the movement of one's equity holdings throughout the day isn’t healthy. We are a goals-based financial advisory practice and try to steer clients toward a definition of success that is determined by achieving their goals, not by beating the S&P 500.

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