January 2019 Newsletter: Change is Life

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Originally Posted on LinkedIn by J. Russell King

“Change is not merely necessary to life, it is life.” -Alvin Toffler

For all of us at White Pine, these words were never more clear than in the past year. From adding members to our team to losing one to retirement, 2018 was a year of change. Following are some of the highlights that have impacted all of us.

Facelift for our office…

After 20 years in our current space, all of the White Pine team agreed it was time for a change. With the help of a talented client, Julie Lundin, our office has a fresh look and enhanced functionality.

Technology updates…

In addition to the exterior changes, a major upgrade in our technology was implemented which includes new performance software, trading platform, contact management system, and increased ability for clients to access account information online. Some of these enhancements may not seem obvious to all of you; but, believe me, the improvements are obvious to all of us.

Retirement and new faces…

As most of you know, this month will be Debbie’s final one at White Pine after 21 years of outstanding service. I can’t think of anyone who has not been the beneficiary of her many talents and her caring nature. During the past 18 months, Debbie has been preparing her replacement, Amy Lauzon, to step into her role. All of us, including Debbie, couldn’t be more excited about the skills, the perspective, and the knowledge Amy brings to White Pine. Amy’s e-mail address is alauzon@wpinv.com. Please start using this e-mail for any future correspondence that you previously would have sent to Debbie.

After three years of patiently searching for a Business Development person, we are excited to welcome Will Johnson to White Pine. Will lives in South Lyon with his wife and two young children. He brings fifteen years of experience and much energy to our firm. Prior to joining White Pine, Will worked for Charles Schwab where he assisted high net worth families with various aspects of financial planning. He earned a BBA from Eastern Michigan University and continued his education by attaining the Certified Financial Planner designation (CFP). As a CFP, he is accredited to work with clients to develop and maintain a comprehensive retirement and investment plan. Say “hi” to Will the next time you come to visit. Will’s e-mail address is wjohnson@wpinv.com.

Check out Amy and Will’s bios on our website (https://www.wpinv.com/who-we-are/) to learn a little more about their background.

Wedding Bells…

On November 6, Russ married Sharon Skop, a woman Russ met at Northridge Church. Sharon jumped right in to the White Pine family by putting the finishing touches on the office makeover. After celebrating their marriage with family during the holidays, they look forward to their new life as one in the coming year.

The Stock Market…

Last, but not least, the ultimate barometer of change, the stock market is ending the year of changes in a display of volatility. The year has been a disappointment, ending December as one of the worst on record. The reasons are always clear, especially after the fact: tariff wars, Brexit anxiety, rising interest rates, and slowing growth. But as this letter has underlined, economic conditions will continue to change. Some people try to avoid the pain by selling, sitting, or stopping buying. History has proven this to be a flawed strategy. We believe a solid financial plan with an appropriate asset mix suited to your temperament is the best strategy for success.

Happy New Year and best wishes through all the changes the coming year will bring.

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