By Paul Bullock
Our Wellington Investment Advisors team wishes you a Happy Holidays! After yet another year of ups and downs, we’re ready to enjoy this holiday season and take a moment to express how grateful we are to have clients like you. We don’t take your continued trust in us lightly, and we appreciate the opportunity to provide exceptional service. It is our goal to help you feel confident in your future and prepared for whatever comes your way. Ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances.
Reflecting on 2022
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Rising inflation, continued stock market volatility, and recession concerns are still on the horizon, but we have high hopes for 2023.
Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Forward to 2023
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2023 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
A New Addition to Our Team
We have the privilege of welcoming a new member to our investment team, Greg Renn. Greg is a CERTIFIED FINANCIAL PLANNER™ professional and a teaching professor of practice at Indiana University’s Kelley School of Business. A leader within the university, he is also co-director of the IU-Kelley School of Business Wealth Management Workshop and faculty advisor to the Financial Planning Association student chapter. Greg’s 20-plus years of professorial experience in the financial industry includes management consulting, derivatives trading, and global banking accounts leadership. All roles have emphasized Greg’s deep desire to consistently add value to his clients and bring clarity from complexity.
Greg earned his MBA from Indiana University’s Kelley School of Business and his higher education teaching certification from Harvard University. Greg resides in Bloomington, Indiana, with his wife, Kori, and their daughter, Sophia. When he’s not helping clients and students, Greg enjoys spending time with his family and two English Springer Spaniels, Bella and Bo. While Sophia is the musically inclined (piano and French horn) member of the family, Greg and Kori, when not encouraging Sophia’s creative efforts, are avid fans of Indiana University sports and enjoy outdoor activities like kayaking, hiking, and running.
Thank You for a Wonderful Year!
Everything our team at Wellington Investment Advisors achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you, we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2023. Here’s wishing you joy and laughter during the holiday season and a happy new year!
Let’s Connect
Is there anything causing you financial worry over the holidays? Don’t forget that we’re here to help! If you’d like to check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2023 and beyond, reach out to us at paul@wellingtoninvestmentadvisors.com or (812) 333-0874. We look forward to hearing from you!
About Paul
Paul Bullock is CEO of Wellington Investment Advisors, an independent, boutique fiduciary firm serving pre-retirees and university faculty across Indiana. With over 32 years of financial experience, Paul is committed to building long-term relationships through thoughtful, personalized investment advice and guidance. He focuses on a disciplined tactical asset allocation approach to money management through a strong understanding of economic and market conditions and strives to build trust with clients by providing sound guidance. Paul understands the hard work his clients have put in to arrive at where they are today and wants to see them succeed in their goals for the future. Paul graduated from the University of Texas with an MBA, as well as a bachelor’s degree in finance, and has been dedicated to assisting clients with their financial needs ever since. When he is not working, Paul enjoys time with his family and is also an avid equestrian polo player who helps raise money for over 18 different charities through his playing. To learn more about Paul, connect with him on LinkedIn.