August Happiness Challenge – Day 22

My 2025 Happiness Icon

Today's happiness: My Chief Global Strategist. I had my regularly scheduled check in with my "wealth manager."* It was short (30 minutes) and straightforward, as everything is going as expected – at least as well as we can anticipate anything in Trump's chaotic world. Who knows what he'll do to that might rock the markets, just to distract conversation from The Big Beautiful Bill and, of course, Epstein? So, while I was happy to hear where my retirement funds are invested (tech, energy, financial services), I was eager to ask how these decisions are made.

 

Seems that my local guy has two weekly calls. The first is with his supervisor, right here in Chicagoland, who oversees the portfolios like mine. The second is a Zoom call with the bank's Chief Global Strategist. He is legitimately one of nation's premier investment strategists. I saw him on CNBC not that long ago, weighing in Jay Powell's decision to keep interest rates where they are. 

 

Look at me, having a top flight financial team! 

 

I am so glad I got professional help managing my portfolio. Nobody is expert at everything, and I admit I don't know much about investing. I worry so much less now, and less worry makes me happy. 

Happy August Happiness Challenge!

 

Each day in August you are to post about something that makes *you* happy. Pretty simple. And, it doesn't even have to be every day if you don't want it to be. It's a great way to remind ourselves that there are positive things going on in our lives, our communities, and the world.

 *That still cracks me up. If I were a wealthy woman, would I be working at a card shop for $16/hour?

 

Photo by Ayşegül Baykal on Unsplash