News and Events

Updates

• LPL Weekly Commentary
• Office Closed December 25th - January 2nd

Reminders

• FSA Contact Information
• Photo Campaign

Spotlight

• Comparison of Exchange-Traded Funds vs. Mutual Funds

Hello Marion,

As we approach the end of this year, it’s with immense gratitude that we extend our heartfelt thanks to each one of you.

As we reflect on the past months, we are filled with appreciation for the trust you’ve placed in us. Your engagement and feedback have been invaluable in shaping our future.

With this final newsletter of the year, we want to express our sincerest wishes for a joyous holiday season filled with warmth, happiness, and cherished moments with your loved ones. May the upcoming year bring new opportunities, prosperity, and continued connections.

Thank you for being an integral part of our community. We eagerly look forward to continuing this journey with you in the coming year.

Warmest wishes,



The Financial Steward Associates Team

Article on ETFs vs Mutual Funds

Comparison of Exchange-Traded Funds vs. Mutual Funds

Commentary

Weekly Market Commentary

Market Opportunities Amid An Economic Rotation

LPL Market Signals Podcast

Favorable Bond Risk-Reward Setup Even at Lower Rates

Street View

Has the Market Changed Its Tune?

Upcoming Holiday Hours

In December, our office will be closed from December 25th - January 2nd. We will be monitoring our voicemails for urgent requests.

Thank you and Happy Holidays!

“Financial planning and discipline is key to one's financial freedom.” Kishorkumar Balpalli

Financial Advisors- with questions about your investments and Financial Planning requests.

• Marion Steward, CFP®
• Heather Williams, CFP®

Sid Smith - to pass on Financial Planning requests and meeting follow ups with an advisor.

Mariana Moosavi - to get answers on general information or answers about our special events.

Client Service Team- for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews.

Harmony Dunnick 

Alexandra Dunnick

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.

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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