Synchronicities

very day of my life that I am paying attention, some synchronicity happens. Today it was getting a call from an old colleague that I met in my former life as a business development officer on Wall Street.  We both left those gigs and became advisers again when our firm was bought out.  It had been close to six  months since we have talked.  She popped in my head on the way to Crossfit Monday morning yet the thought never translated into dialing her number.  She called me today; four days later.  At least she was listening to the universe.

If that wasn’t enough, earlier today before her call, I found the last correspondence we exchanged electronically.  It was a spreadsheet on the percentages of the ten different sectors we have in our entire portfolio. It was generated by me to have a larger picture of how our assets were working together and if the allocations were sufficient. The goal was to try and match the S & P more closely. After all, the group had the best performance since 1997 with the index gaining 29% in 2013. We had been considering changes in our allocations and taking a different approach which involved moving some money to her team.

Not only that, but I also reviewed my  equity portfolio today after ignoring it for about a month.  I saw the annual fees we are paying to have someone else manage this portion of our assets.  It sorta frustrated me since we have not gotten a phone call from the guy who manages it in over a year. She calls me more than he does.  The fees seemed too much money for such little communication and expertise.  So moving forward, we decided to meet in June in Florida or possibly ski in March.  It seems that the message here is to give it a go again.

Either way, I still believe in hiring professionals to help you with your life.  Consulting experts will save you time and money in the long run. Just like the saying goes, don’t step over dollars to save pennies.  The key to success is hiring people you trust, like, and that communicate in a manner that works for you.  If you are too cheap, do your own research.  But do lots of it.  Don’t skim the surface and make hasty decisions because your brother in laws neighbor said so.  Do you own work or hire someone to help.  You will rarely regret it.

Oh…..one more thing:  pay attention to the synchronicity in your life. There is something they are trying to tell you.