Taking a Moment to Reflect on What We Are Grateful For

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As Thanksgiving approaches we like to take a moment to reflect on all of the things we have to be grateful for. When we asked the team what they are grateful for, Joel’s response encapsulated how all of us at SH&J feel, “I am grateful for clients who trust us to manage their portfolios.”

From all of us, thank you for your trust in us. We are so grateful for you!

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5 Tips to Keep Holiday Spending Under Control

The holidays sneak up on us every year. Often we haven’t taken the time to plan how and what we will spend during the holiday season. Before you start shopping, take a look at our tips to help keep your spending in check and your post-holiday bank account happier.

1. Set a Limit
Take a look at your budget and set a limit for holiday purchases. Consider using cash for shopping so when the money is gone, it is gone. A better suggestion is to fund a holiday spending account throughout the year. That way, the money is already saved and ready to spend guilt-free by the time the holidays roll around.

2. Shorten Your List
Even Santa makes a list of who is naughty and nice. While you might not want to decide who receives gifts the same way Santa does, looking at your list is an important step in keeping your spending under control. If you have more than a handful of people you buy gifts for outside of your immediate family, it may be time to cut down. Instead of buying gifts for everyone, consider writing a personal note or dropping off homemade goods. Continue reading

Happy Thanksgiving from Sharkey, Howes and Javer

Thanksgiving Autumn Fall background with red, brown and yellow leaves and pumpkin

At Thanksgiving we take time to reflect on how thankful we are for you — our clients. We hope you have a wonderful Thanksgiving surrounded by loved ones. We will be closed on Thursday, November 26th and Friday, November 27th to allow our team to celebrate the holiday.


In the spirit of the season, enjoy this excerpt from the poem “The Pumpkin” by John Greenleaf Whittier. Read the full poem here 


Ah! on Thanksgiving day, when from East and from West,

From North and from South comes the pilgrim and guest;

When the gray-haired New Englander sees round his board

The old broken links of affection restored,

When the care-wearied man seeks his mother once more,

And the worn matron smiles where the girl smiled before,

What moistens the lip and what brightens the eye?

What calls back the past, like the rich Pumpkin pie?

 

Happy Thanksgiving!