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Looking ahead to longer days and an improving climate

Looking ahead to longer days and an improving climate

January 19, 2023

The overall theme as we embark on a new year is that we’re glad the old one is behind us. That doesn’t mean financial markets have started 2023 dramatically better off. In fact, global economic forecasts project more turbulence in the months ahead.

But as Anthony Kulka shares in his market overview later in this newsletter, there are indications the worst will soon be behind us.

So, as we count the lengthening days to spring, we continue to proactively manage the investments of every client we serve, and remind you that our financial planning strategies are built on the reality that no market condition lasts forever.

Our firm continues to grow, and late last year we welcomed DeAndra Norwood, CPFC, as a new associate on our client service team.

Before joining JK Investment Group, DeAndra served as a senior investment operations specialist and a relationship manager at other Northeast Ohio investment firms. With 15 years of financial services experience, she most enjoys working directly with advisors and clients. In her downtime, she likes to spend time with family and close friends. DeAndra loves cooking and trying new recipes with her husband and their five children, who range in age from seven to 20. 

We’re always on the lookout for good people in our industry. If you know someone who you think would be a good fit with us, let us know.

We’re also enjoying the process of building deeper relationships among the people we work with and serve. Last September, we hosted our first company picnic for clients and friends. Held at Edgewater Park, the event included catered food, cornhole, a balloon artist for the kids and music by Ohio-born recording artist Ted Riser. The weather was excellent, and more than 200 people enjoyed the party. If you missed it, we’ll look forward to seeing you at the picnic this fall.

Our firm continues to support worthy organizations that serve our community. Last fall, members of our team answered phones at the Cleveland Animal Protective League’s 8th annual Dick Goddard APL Telethon.

At about the same time, Wealth Advisor Tiffany Boval was nominated for the American Heart Association’s (AHA) Leaders of Impact campaign—an effort that taps diverse leaders from 150 communities across the country to network, share the AHA mission and raise money for its lifesaving work.

JK Investment Group was a sponsor of the AHA’s Heart of Cleveland Heart and Stroke Ball last June, and has plans to be involved with the event again this year. If you’re interested in supporting the AHA, reach out to us; we’ll be happy to put you in contact with the right people.

And finally, in November, we were proud to sponsor the Meadows Turkey Bowl, an annual Thanksgiving Day football game that over the years has donated more than $3 million to the St. Vincent DePaul Society.

We’re also planning our own charity golf outing this year and look forward to sharing information about it as we work out the details. Meanwhile, we appreciate your trust and friendship, and look forward to gradual improvements in the financial climate.