MSR in the Media | Road ahead for your money: North Bay wealth managers unpack what’s known and possible in this challenging year

Closing out more than a year of uncertainty, those who are in the business of helping others maximize their money answered the Journal’s questions about where we are and where we are headed.

“Though some moments felt more like surviving, looking back I am extremely proud of my team and our strategy and how we have thrived during these periods. As I mentioned earlier, we think the most important thing is to have a plan and stick to it. I am not sure where we would be if we deviated from our original ideas, but I am so thankful for our disciplined process.

As human beings, we naturally second guess big decisions, and I have learned to continue to block out the noise and focus on the time-tested, process-oriented strategy that my team has created.

We call this process “ARM,” or Active Risk Management. The first facet of ARM involves strategic asset allocation, because we believe certain environments warrant a more conservative approach.” - Lily Taft

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