Issue #134


News and Events


Updates:

  • LPL Weekly Commentary
  • Office Closed January 15th (MLK Day)

Reminders:

Spotlight:

  • Financial Wellness Month


Dear Marion,


January brings a sense of rejuvenation and fresh beginnings. It's a unique period when everything seems refreshed, including the air itself. During this time, you might naturally feel inspired to set new goals and adopt fresh habits to maintain that revitalizing vibe. As you pursue your new objectives, remember to establish the necessary support systems for your success.



We can be part of that support for you on your financial journey. Let us know if there is some way we can assist you.  

We hope your New Year has set the stage for ongoing happiness, well-being, and financial stability.


The Financial Steward Associates Team

"Be like a tree. Stay grounded. Connect with your roots. Turn over a new leaf. Bend before you break. Enjoy your unique natural beauty. Keep growing." Joanne Raptis


Weekly Commentary:

Weekly Market Commentary: Lessons Learned in 2023: “This Time Is Different” in Post-Pandemic Economy

LPL Market Signals Podcast: A Bumpy Start to 2024 for Stocks

Will the Fed Pivot Support Markets?

Financial Steward Associates 2024 Scholarship Program


Our annual scholarship program highlights our belief in nurturing future leaders and investing in education. This scholarship is open to all high school seniors, so please forward this opportunity to the soon-to-be graduates in your life.

Resource of the Month

LPL Financial E-Book Financial Wellness



RESOLVE TO IMPROVE YOUR FINANCIAL WELLNESS

Marion Steward, CFP®

with questions about your investments and Financial Planning requests


Heather Williams, CFP®

with questions about your investments and Financial Planning requests


Mo Moosavi

to answers on general information and our special events 


Sid Smith

to pass on Financial Planning requests and meeting follow ups with an advisor


Harmony Dunnick 

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews


Alex Dunnick

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews


Don't forget we also have a general email box.

financial.steward@lpl.com


Financial Steward Associates

303-444-5440

fax 303-444-6049

www.financialstewardassociates.com

financial.steward@lpl.com


Account View

Jackson

Lincoln

Pacific Life

Prudential


Jackson, Lincoln Financial, Pacific Life, Prudential, Financial Steward Associates and LPL Financial are separate entities.


MRR tracking number 388977-03-01


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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Financial Steward Associates, a registered investment advisor and separate entity from LPL Financial.


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