Happy and Welcome 2022
Happy and Welcome 2022! And My Many Thanks…so far...
I have a hard time believing that only one year has passed since I excitedly received my first vaccination…feels like a lot longer. Roger and I felt so liberated with that first shot after no 2020 Xmas and not seeing our family and friends for so long. While 2021 didn’t turn out to be the death of COVID as we had hoped, I still felt safer with my 2 shots and a booster, so...
My first thanks goes to medical science!
This year, we had plans for a family trip to Cabo San Lucas… but given Omicron, we instead celebrated the holidays with our two daughters and their families in Dallas (Dana’s home) where the weather was unseasonably warm… great for many outdoor activities. We had the perfect COVID holiday... the days were filled with pickle ball, top golf, touring the beautiful Audubon gardens, family photo shoot in the park, and walking Maddy (the family dog). Our evenings were filled with ping pong tournaments, charades, movies, and poker…never got to the books I planned to read. Dana then hosted a Chinese cooking class for the kids to make fried wontons! Every meal was a feast with take out from the best in the neighborhood that would prepare for 10! The only indoor activity was the gals’ shopping day… we couldn’t resist buying! We had no plane cancellations and arrived home intact with wonderful memories.
The Starner Family
Left to right:
Dana, Kenji, Roger, Cole, Margaret, Bruce, Lise, Kailee, Micaela, & Kendall
My 2nd thanks is to you for reading my holiday memories
Today, January 6th, is my 41st anniversary working at Raymond James!! I would like to quote an actress we will all miss:
“Why retire from something if you're loving it so much and enjoying it so much, and you're blessed with another group of people to work with…. Why would I think of retiring? What would I do with myself?”
To whom I give my 3rd thanks for remaining relevant to the end
And later this year I will be celebrating my 60th wedding anniversary.
My 4th thanks is for being so lucky that Raymond James and Roger endured and survived me!
No doubt our world will not be the same after 2+ years of COVID. With this in mind, I highly recommend the book “Think Again” by Adam Grant. Grant contends that in a fast-changing world, people must have the ability to relearn and unlearn. The brighter we are, the harder this may be. Still, we are all well-served by letting go of views that no longer serve us well. I’m reading “Think Again” for the 2nd time.
The stock market was quite generous to most in 2021. For those of you still working, I hope you participated fully in your 401k plans. In general, the market prognosticators are cautiously optimistic, though, like always, a few expect a correction in 2022.
Feb 1, 2022 marks the beginning of the Chinese New Year of the Tiger. My next Musings will include the prognostications for wealth and health in the Tiger year.
Please feel free to share your holidays experience via a reply e-mail. All of us at the Starner Group would love to hear how you spent your holidays.
Sincerely,
Margaret C. Starner
Senior VP - Financial Planning
2333 Ponce de Leon Blvd. Suite 500
Coral Gables, FL 33134
BARRON'S Hall Of Fame Advisor
BARRON'S 2021Top 1200 Financial Advisor
2021 Forbes TOP WOMEN Wealth Advisor list
2021 Forbes BEST-IN-STATE Wealth Advisor list
2020 Forbes TOP 250 Wealth Advisor list
Investment News - Lifetime Achievement in Excellence in Diversity & Inclusion Award
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. "Barron's Hall of Fame" is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron's annual Top 100 Advisor rankings, and their long-looking commitment to excellence is a hopeful example for the industry to follow. The Top 100 Advisor rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Source: Barron’s “Top 1,200 Financial Advisors,” March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Barron’s Top 100 Women Financial Advisors, (2021). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
Nominees for the InvestmentNews Diversity & Inclusion Lifetime Achievement Award must currently be working as financial planners, registered representatives or registered investment advisers, or as industry professionals in a role that supports financial advisers. Judges will consider management, team development, achievement and a minimum 15-year commitment to fostering diversity and inclusion. InvestmentNews received about 130 nominations for the Diversity & Inclusions awards and selected 1 individual for the Lifetime Achievement award. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating nor is Raymond James affiliated with InvestmentNews.
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