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Fident Friday - Firm Update Edition

Happy Friday, Fident Friday Family. 

It's been awhile since I provided any sort of update on Fident as a firm, and I thought it might be a good time to do so. I'll start with the boring, and work up to the more relatively exciting stuff. 

1. Form ADV Part 2 update. Some compliance and legal requirements here - but Fident's most recent ADV Part 2 is available to view through Fident's website (www.fidentfinancial.com, and scroll down to the bottom). 

2. Fident has closed down pseudo-permanently to new clients. I talked about this before in these letters, and wrote in more depth about the reasons why at Calibrating Capital - but it's something I feel I can't overcommunicate. 

3. In line with what I wrote about last week regarding lining up our money (and time) with our values, we're taking a family trip over the next 4 weeks. I share this with some level of perceived guilt, for reasons I still can't fully articulate - but I want to be upfront about it. 

I'll still be working during the trip and will be generally accessible - but I'm not entirely sure which hours of the day (or night) I'll be working. And since a downside of establishing Enough is not having the growth to hire employees, this trip means I can't fully unplug. 

I guess I have two reasons why I want to share this.

First, as an admission that I don't always perfectly live out my own values - specifically with how I allocate my personal time and dollars. 

Family would be one of the first values I'd identify in my life, However, if someone were to audit my personal calendar and checkbook (or YNAB, more applicably), it would be difficult to find that in the data. It's quite honestly something I'm a little ashamed of, and am committing to doing better in 2021 and moving forward. This extended trip being a manifestation of that commitment. 

Second - as I alluded to before, although we're taking this trip as a family, I'll still be plugged in, but I'm going to ask for some grace in reply times over the next 4 weeks. I'm not entirely sure what my true work schedule will look like, and since I can't delegate certain high importance tasks (a potential downside of establishing Enough) and so will be online and active a good chunk of time. I'm just not sure what that will look like on a day to day basis. So there's a chance I'm relatively less responsive to emails or calls, but I will get back to you, and will obviously stay on top of everything trading/investment management wise. 

That's all I got this week - including the typical interesting resources below (sorr!).

Talk with you next week. 
Gratefully,
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Fident Financial, LLC (FFL) is a registered investment advisor offering services in the state of PA and in other jurisdictions where exempted.  Opinions expressed in this email are solely those of FFL, unless otherwise specifically cited.  Material presented is believed to be from reliable sources but no representations are made by FFL as to another parties' information accuracy or completeness.






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