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.
Click here to view a printable PDF version.
Use the icons above to turn pages, share, download, zoom, and view full screen.
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
-
Aspire Team Stories: Meet Amanda Butler
Introducing the first in our new “Aspire Team Stories” video series, where you’ll get to know our team on a more personal level. In this video, Amanda shares her story—from growing up in Brick, New Jersey, to how she found her way to our team.
-
Looking Beyond Stocks & Bonds: Understanding Alternative Investments
When most people think about investing, stocks and bonds come to mind first. While these traditional investments play an important role in many portfolios, they are not the only options available.
-
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.
