to stay up to date on LPL Financial's Market Insight!
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Outlook 2021: Powering Forward
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2020 has come to a close and as we reflect on the past year, we remember the importance of staying focused on maintaining a long-term perspective. Though the market may have tested us with bouts of volatility the past 12 months, investors continue to look ahead to the future.
As we navigate a new year with new challenges and opportunities, there will be some key trends and market signals that will be important to watch for. LPL Financial's research team has released its
Outlook 2021: Powering Forward, which consists of financial market forecasts, economic insights and investment guidance for the year ahead.
We encourage you to read through LPL's 2021 Outlook by clicking here.
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Andrew Chapman has earned the CERTIFIED FINANCIAL PLANNER™ designation!
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 If you're a client of Saratoga Financial Services, it's likely you've come in contact with our Operations Research Associate, Andrew Chapman. He's been an employee for six years and plays an active role in researching investments, analyzing portfolios, and servicing accounts at SFS. Dedicated to continuing his studies in the industry, Andrew has earned the CERTIFIED FINANCIAL PLANNER™ designation!
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Congratulations, Drew!
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Go Digital with
Account View and eDelivery |
If you haven't already, now is a great time to consider going digital with LPL's Account View and eDelivery services.
LPL Account View grants you unlimited access to a timely and accurate view of your account information anytime, anywhere, on any device. Account View also allows you the option of going paperless by switching to eDelivery.
Looking to get signed up? Give us a call at (518) 584-2555 and we'll gladly assist you. If you're already an Account View user, you can access your accounts at any time by simply visiting our website and clicking on the Account View button at the top of the page.
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 If you've called or visited our office over the past few years, you've likely interacted with Mollie Flynn, our former Office Coordinator. Mollie has decided to relocate to Raleigh, NC in the coming months to be closer to family.
A note from Mollie:
Choosing to move on from Saratoga Financial Services was an extremely difficult decision to make. Though I'm looking forward to starting an exciting new chapter of my life closer to family, I cannot express my gratitude enough for the wonderful clients and counterparts I've had the opportunity to work with the past seven years. You will all be missed - and if you ever find yourself in NC, please reach out and say hello! |
| Winter Fun Around Saratoga Springs |
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If you're looking to get outdoors and take in some fresh air this winter, the Saratoga Region has a variety of options to explore!
Saratoga.com has put together their own winter guide, which shares lots of activities to keep yourself occupied this season! Click here to check it out! |
Robert Schermerhorn, CFP®
Jamie Usas, CFP®,
Operations Manager
Amanda Friedman,
Wealth Consultant
Andrew Chapman, CFP®,
Operations Research Associate
Lindsay Duma,
Office Coordinator
 Saratoga Financial Services18 Division Street, Suite 305
Saratoga Springs, NY 12866
Phone: 518-584-2555
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Stay Connected!
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Happy 2021!
Have you thought about what resolutions you can make to improve your life this year? While setting resolutions for yourself is easy, committing and following through with them can be tough.
If you're looking for inspiration for resolutions you can set with purpose this year, we encourage you to click here for a list of rewarding ideas.
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