Issue #146

News and Events

Spotlight:

Getting Ready for the Upcoming Tax Season
Staff Spotlight
January 1 - March 31: Our annual scholarship program is now accepting applications.
Office Closure - Monday, February 17th
2025 Outlook Presented by LPL Research
LPL Market Research

Hello Marion,

Tax season is just around the corner, and being prepared is the best way to ensure this tax season is your easiest yet. Below, we’ve included a document to help you locate important tax information for your investments, such as where and when you can obtain your documents, as well as essential mailing dates for the tax season.

As always, if you have any questions, please don't hesitate to contact us.

Getting Ready for the Upcoming Tax Season

Financial Steward Associates

Call us: 303-444-5440

Email us: financial.steward@lpl.com

Staff Spotlight - Sid Smith

Say "Congrats!" to Sid

We're thrilled to spotlight one of our Financial Planners this month: Sid Smith! He joined FSA as a Financial Planning Assistant in 2022 and last year he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Sid is now an LPL Registered Representative and an FSA Investment Advisor Representative which further solidifies his expertise and commitment to helping clients. Originally from Pennsylvania, he moved to Colorado in 2021. Outside of work, Sid enjoys spending time outdoors, hiking, reading, and watching baseball and football. He is also a passionate supporter of the Oklahoma Sooners and Pittsburgh Pirates.

How can Sid help you?

As a Financial Planner, Sid is a key member of our team. He enjoys preparing financial plans and conducting in-depth research to help our clients establish specific priorities and develop new strategies. His role extends beyond financial planning work to investment research, managing investment accounts, and meeting with clients, making him an integral part of our team.

We invite you to join us in recognizing Sid for his amazing work and recent designation! We look forward to sharing more about our talented professionals through future Staff Spotlights.

Important Dates

Our office will be closed on Monday, February 17th in observation of Washington's Birthday.

Scholarship Program - January 1 - March 31

Our annual scholarship program is now accepting applications for all high school seniors. Please forward this opportunity to the soon-to-be graduates in your life. You can find the application here.

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again to the upside. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels.

Click Here to Read LPL's 2025 Outlook

LPL Market Research

Street View

Potential Silver Lining from Debt Debacle

Market Signals Podcast

Top 10 Trump Tariff Takeaways

Weekly Market Commentary

U.S. Exceptionalism: Is It Still Intact?

Who To Contact

Marion Steward, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Heather Williams, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Ned Meloni, CFP® CRPC®

for comprehensive Financial Planning, support with financial strategies and investment advice

Sid Smith, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Dana Duckman, CFP® - Client Relationship Manager

for Financial Planning requests and investment updates

Harmony Dunnick - Senior Client Service Associate

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Alex Dunnick - Office Assistant

for answers on general information, special events and scheduling a meeting with an advisor

Christina Boykin - Operations and Office Manager

for answers on general information and special events

Not sure who to contact? Email us at our general mailbox and we will direct you!

financial.steward@lpl.com

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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Financial Steward Associates

303-444-5440

fax 303-444-6049

www.financialstewardassociates.com

financial.steward@lpl.com

Jackson, Lincoln Financial, Pacific Life, Prudential, Financial Steward Associates and LPL Financial are separate entities.