Informing Views

Achieve Your Vision for 2020

Be Your Best You

Each new year inspires us to think about changes we can make for the better. In this issue of the Bulletin, we provide tips and suggestions to help motivate you to work toward your resolutions and goals for your professional life, your health and your finances in the year ahead. Read the Bulletin for:

  • Ideas to keep you progressing and happy in your career, including how to get the raise or promotion you deserve and leverage LinkedIn to improve your connections
  • A healthy lifestyle checklist, because small changes can lead to big improvements
  • Financial reminders, so that life’s transitions don’t derail your goals
  • Holiday travel to-dos, to keep you credit card savvy
  • Ideas for allocating extra funds you may receive, such as an end of the year bonus

How can you achieve your vision for 2020? Read the Bulletin to start thinking about changes you’d like to make and talk to your Luma Wealth advisor for guidance on wealth planning for the year ahead.
Luma Bulletin December 2019


Luma Wealth is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.