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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10 Ways Grandparents Can Help Fund Education
Ten practical ways grandparents can help fund college expenses.
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Making the Most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
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Establishing a Budget
If you’re looking to get started, or simply want a system that feels more manageable, here are the basics that tend to make the biggest difference.
