In a world of instant gratification and get-rich-quick trends, it’s easy to forget that investing as a long-term pursuit has been proven over time to be a more successful and reasonable strategy.

Resilience illustrates the ability to withstand challenges or recover quickly from difficult conditions. Resilience can also be used to describe U.S. equity performance over the past year—including the third quarter, as markets surged past record highs despite numerous potential sources of volatility.

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.