n INDIVIDU AL


Take Me Out to the


s the doldrums of winter fade, the sights, sounds, and smells of spring appear. A telltale sign of spring is the return of Major League Baseball’s spring training. Both teams and fans look forward to this


Curtis Musser Executive Advisor


tradition, every year. Calendars are marked, plans are made, and lists are checked. After evaluating last year’s strengths and weaknesses during the off-season, each hopeful team and


player anticipates a fresh start. As this year’s baseball season starts anew with spring training, consider reevaluating your own finances to give them a fresh start.


DETERMINE THE ROSTER Be objective in what you have to work with. A strategy that works


for someone else does not mean it is the best for you. Employing a strategy that fits with your goal is more effective in attaining it.


TWEAK THE STRATEGY Baseball managers generally make a few changes rather than


wholesale turnover to their teams. Identify the biggest weakness in your plan, then tweak your strategy there first. You might be surprised to see how a few tweaks here and there can go a long way to bring a “fresh” start to your finances.


By determining your roster, being consistent, and tweaking the strategy if needed, spring training for your financial portfolio has begun.


Ballgame A


runs are difficult to achieve on a consistent basis. Baseball as well as financial teams that do the little things well perform better, year after year. Maintaining a consistent financial strategy allows you to approach the game with the “small ball” style of play that performs with less volatility.


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BE CONSISTENT Who doesn’t like hitting a home run? While not a bad thing, home


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