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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How Rebalancing Helps Keep Your Portfolio on Track
Keeping your financial plan aligned with your goals, risk tolerance, and time horizon.
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Why More Investors are Choosing Independent Financial Advisors
What’s driving the growing interest in personalized advice, greater flexibility, and a more relationship-focused approach to financial planning.
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6 Life Events That Could Change Your Taxes Overnight
A look at six major life events that can impact your federal return.
