Cheers to the New Year!
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Merry Christmas!

December marked the company’s 24th year. I can’t believe it’s been almost a quarter century! In 1993 I started New Perspectives, and it was just me. I managed the portfolios, paid the bills, and emptied the trash. Along the way, I brought Jackie, Ryder and Susan on board. Each brought their gifts and personalities. Not only have they eased my burden, they have made New Perspectives better. We are truly a team, working, laughing and eating (a lot) together. So this year’s Christmas letter is a tag team, offering you a glimpse of your caring and competent team as they offer good wishes for the season.

Let's start with Jackie:
At this time last year, my daughter was newly engaged, and we were just beginning to plan a wedding. By the first week of January, I knew this wedding would take place on New Year’s Eve in Washington, D.C., and the details began to unfold. That seems like only yesterday, but now here it is! Jeff and I will fly to D.C. on Christmas day, and Bryson, Ben and Dani will follow soon after.

Our little family is growing! Filipe will join us by taking Bonnie’s hand in marriage. It was just two years ago that Dani joined our family by marrying Ben, and now in the spring a little baby girl will arrive in their California home and into our hearts.

This is my tenth Christmas working with the good folks here at NewPer and for you. Sometimes, I think of my adult life as “before NewPer” and “part of Newper.” I like—make that love—being “part of NewPer.”
Oh, and to shake things up a bit more, the hubby retired. (Another good reason for me to stay here each day!)

I’m sure everything we all want to do will not get done, but let me wish you a blessed and “imperfect” holiday season. Till next year, pass the peace and take good care of each other.
Now, Susan:
It’s at this time of year that I like to look back and reflect on how I spent the past twelve months. Time, like money, is a limited resource, and I try to make sure that I’m spending both on the things that matter most to me.

One way I like to use these two resources is on travel. This year, I witnessed the total solar eclipse in South Carolina, walked past the wild horses of Cumberland Island, Georgia and hiked through the giant redwood forests of Northern California. Each trip built memories with some of the people I cherish most but get to see the least, and one of my Christmas wishes is that this tradition continues into the New Year.

Like many, I spend much of my time at work, but unlike them, I get to work with Nancy, Ryder and Jackie and for all of you. January will be the beginning of the New Year and of my fifth year at New Perspectives. I can’t believe it’s been that long. It seems time really does fly by when you’re having fun! This brings me to my second Christmas wish: that the good times keep on rolling.

So, here’s to 2018! May Father Time fill it with an overabundance of joy.
And, Ryder:
The market has been the gift that keeps on giving for the last seven years. Looking back, however, annual returns aren’t the rewarding memories I have from working with you. This year, I have shared joy as you bought your first home, sent your children and grandchildren to college, stepped off into retirement and given generously to causes near to your heart. Every day I get to show you how your portfolio will get you to your dreams. I know that not every year will bring positive returns to your portfolio, but good care and attention can ensure that your portfolio will meet your goals. 
Finally, me:
We’ve been living in a corner of the big house Ken and I built together, beating a path from the bedroom to the kitchen and back. Occasionally, we took a tour of the remaining corners of our abode to knock off the cobwebs.

At this stage of our lives, we want less. Less house to maintain and clean. Less closet space to fill up with junk. Less in utility bills and property tax. All the “less” talk led us to downsize. What did we pick? A house built in 1968 that made these aging boomers feel right at home. But in our quest for less, we discovered there were a few things we wanted more of. A big one? Comfort.

So we started tearing down walls in the 60s house to make room for a comfortable master bathroom because we couldn’t make do without double sinks and a walk-in shower. And we expanded the kitchen into the old dining room because we NEEDED an island and a beverage center. And we started work on an addition because we couldn’t live without a sunroom and a gas fireplace. Needless to say, our lesser house started eating more and more into the budget!

Along the way, though, we discovered what is important to us. Creature comforts, yes, but also the comfortable feel you get when you step out of the door in the morning and it just smells like home. Other things that didn’t make the “less” list? Good neighbors. Dinners with friends. The soft background noise of a passing train. And good, kind people with whom to spend my work day.

During this Christmas season, may you dispense with the “lesser” things and find more. More family. More friends. More meaning. More peace on earth. Merry Christmas to you and yours!

Nancy Lottridge Anderson, Ph.D., CFA
If you need to reach us, give our office a call 601.991.3158 or send us an email:
Nancy Lottridge Anderson, Ph.D., CFA:
Ryder Taff, CFA, CIPM:
Copyright © 2017 New Perspectives, Inc., All rights reserved.

New Perspectives, Inc.
303 Highland Park Cove, Suite B
Ridgeland, MS 39157

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New Perspectives, Inc. · 303 Highland Park Cove · Suite B · Ridgeland, MS 39157 · USA

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