Inside, you’ll find practical ideas to refresh your finances, insights on navigating today’s markets, and thoughtful ways to support your grandchildren’s future. We’re also sharing simple traditions to enjoy with family, highlights from our team and community, and a fresh seasonal recipe to try at home. We hope this edition brings inspiration and value to your season.
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Inside This Issue
2 – From the Desk of Jason Dugan
3 – Team Highlights
4 – Spring Clean Your Finances
5 – Looking Beyond Stocks & Bonds: Understanding Alternative Investments
6 – Save the Date: 2026 Events
6 – 10 Ways Grandparents Can Help Fund Education
7 – Market Aware vs. Market Reactive: Why Calm Wins Over Impulse
8 – 5 Traditions to Start with Your Grandchildren
9 – Mental Health Benefits of Exercise & Physical Activity
10 – In the Community
11 – Chicken Tortilla Soup Recipe
Recent Insights
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Active vs. Passive Investing: Which Strategy is Right for You?
Understand the differences of active and passive strategies and determine which better suits your goals.
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Your Home’s Next Chapter
Open communication can help your family navigate what your home represents and what comes next.
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10 Ways Grandparents Can Help Fund Education
Ten practical ways grandparents can help fund college expenses.
