Reflecting on 2022
Dear Client,
Last year at this time I was headed to the airport to spend Christmas with my parents when they called and informed me that they had COVID. My mom likes to remind me in moments like these that God laughs when we make plans. Though I ended up with a good friend, sharing a memorable Christmas dinner in a Chinese supermarket, it was disappointing to miss out on spending time with the two beautiful souls who raised me and provided me with much of the opportunity I have today.
It is hard to believe that was only a year ago. Time flies? Perhaps, but it has been a busy year for us at Hatton Investments. You already know we are very much focused on the present moment but this time of year provides us all with a unique opportunity to reflect on the past and this year seems to be an especially good year to look back on.
As I reflect back, there are a few things that really stick out for me:
1) I witnessed great bravery in our clients. I watched you settle into the ever-changing mask mandates, markets, Fed rate hikes, and 10% weekly swings in the market. I am humbled and honored to serve you.
2) I notice I am still saying y’all even though I took the big leap of moving from Atlanta to Miami (where y’all is not part of the local color).
3) I am also reminded of when it became clear to me that our business needed an upgrade in offerings. We worked tirelessly (JP especially) to migrate our business to an enhanced independent model of business and the transition was nearly seamless thanks to your responsiveness and willingness to partner with us to serve you better. Thankyou.
Looking ahead I am energized about the possibilities. We have lots of exciting news to share in the new year, but for now let me just say we are not changing firms. In fact, we will be expanding our team to provide deeper offerings for our clients. We are in measured-growth mode, which means we are actively adding the ‘right’ clients and the services that provide nourishment to us and the world. It is an exciting time to be working in the markets and just to be a human being.
We are keenly curious as to how the first quarter of next year will present itself and how we will choose to adjust. Now, we never know how the markets will open up the first day of trading. Often that first day can lead a trend for a week or maybe even a month or so, and you can bet your cryptocurrency that the media talking heads will tell you this is how the year will go. Fact: they are more interested in clicks than accuracy. Please keep in mind that the trend does not extrapolate to the entire year. We expect a lot of data to come out and we will be watching the Federal Reserve’s moves, and our plan is to cross no bridge until we get there.
We head into the holidays with a sense of being grounded because our process of personalized annual strategy meetings helped us to create customized portfolios that are appropriately aligned to meet our clients’ goals. We also have a personalized cash reserve goal and are ready for what comes our way.
So, rest up and rest easy knowing we’ve got you. Reflect on what lessons you’ve learned and retained from the past year, allow yourself to loosely make plans for the new year, and we will see y’all on the other side.
Happy New Year!
Brandon Hatton on behalf of HATTON INVESTMENTS
President, Chief Investment Officer
Subscribe
Grateful for Health
I have a birthday coming up and have been thinking a lot about my health now and where it will be in 30 years – God willing. I have always heard the expression "your health is your wealth," but I have never felt it truer than now. Up until now, being able to recover from bad health habits has been relatively easy, but lately it seems to be more challenging.
Read Now >>
Back to School
I was on the phone with my college-aged niece the other day, and she said the funniest thing: “Uncle Brandon, I went to the Luke Combs concert the other day. And let me tell you, he sounds as good in person as he does on my phone.” For a moment, I thought she was friends with Luke Combs, and my next thought was how I was going to make him a client. It took me a second to realize that for her Luke Combs had been an abstraction until she saw him in person.
Read Now >>
Risk and Reward
My first job out of college was working on cruise ships. Not quite Julie of The Love Boat, I explored the Caribbean, Alaska, and Europe as a Youth Activities Director. It was by far one of the most adventurous and exciting times of my life. One day when we pulled into St. Maarten, there was a Royal Caribbean ship that had run aground dangerously close to nude bathers. At first glance, I could not figure out how a captain could be so incompetent or reckless to run ashore in such a fashion, but the story was much deeper than that.
Read Now >>
Dear Client,
Last year at this time I was headed to the airport to spend Christmas with my parents when they called and informed me that they had COVID. My mom likes to remind me in moments like these that God laughs when we make plans. Though I ended up with a good friend, sharing a memorable Christmas dinner in a Chinese supermarket, it was disappointing to miss out on spending time with the two beautiful souls who raised me and provided me with much of the opportunity I have today.
It is hard to believe that was only a year ago. Time flies? Perhaps, but it has been a busy year for us at Hatton Investments. You already know we are very much focused on the present moment but this time of year provides us all with a unique opportunity to reflect on the past and this year seems to be an especially good year to look back on.
As I reflect back, there are a few things that really stick out for me:
1) I witnessed great bravery in our clients. I watched you settle into the ever-changing mask mandates, markets, Fed rate hikes, and 10% weekly swings in the market. I am humbled and honored to serve you.
2) I notice I am still saying y’all even though I took the big leap of moving from Atlanta to Miami (where y’all is not part of the local color).
3) I am also reminded of when it became clear to me that our business needed an upgrade in offerings. We worked tirelessly (JP especially) to migrate our business to an enhanced independent model of business and the transition was nearly seamless thanks to your responsiveness and willingness to partner with us to serve you better. Thankyou.
Looking ahead I am energized about the possibilities. We have lots of exciting news to share in the new year, but for now let me just say we are not changing firms. In fact, we will be expanding our team to provide deeper offerings for our clients. We are in measured-growth mode, which means we are actively adding the ‘right’ clients and the services that provide nourishment to us and the world. It is an exciting time to be working in the markets and just to be a human being.
We are keenly curious as to how the first quarter of next year will present itself and how we will choose to adjust. Now, we never know how the markets will open up the first day of trading. Often that first day can lead a trend for a week or maybe even a month or so, and you can bet your cryptocurrency that the media talking heads will tell you this is how the year will go. Fact: they are more interested in clicks than accuracy. Please keep in mind that the trend does not extrapolate to the entire year. We expect a lot of data to come out and we will be watching the Federal Reserve’s moves, and our plan is to cross no bridge until we get there.
We head into the holidays with a sense of being grounded because our process of personalized annual strategy meetings helped us to create customized portfolios that are appropriately aligned to meet our clients’ goals. We also have a personalized cash reserve goal and are ready for what comes our way.
So, rest up and rest easy knowing we’ve got you. Reflect on what lessons you’ve learned and retained from the past year, allow yourself to loosely make plans for the new year, and we will see y’all on the other side.
Happy New Year!
Brandon Hatton on behalf of HATTON INVESTMENTS
President, Chief Investment Officer
