Welcome to the July edition of our newsletter. Hopefully you're reading it next to an air conditioner and a glass of iced tea. We have shifted the release of our newsletters by a month so we can include market commentary on the previous quarter. In addition to that, this newsletter also includes:
And last, but not least, our new Client Spotlight section, that we hope will be recurring
If you know of someone that may be interested in receiving this newsletter, please share it with them!
State of the Street
CSF CEO Mark Franczyk shares updates on our office renovation, our recent Pride and Birthday celebrations, our new clients, our new team member, and what lies ahead.
In this month’s quarterly market commentary, we are looking at the prior quarter and covering the topic of investing in bonds in a higher interest rate environment.
These days, the word "fiduciary" seems to be floating around every media outlet that talks about investing or financial planning. But what does it mean? And why is it important? CSF Senior Financial Advisor, Shannon Clark, explains in this article.
Our Client Services team is the "quiet hero" of your financial journey at CSF. In this article, Rick de Beauclair, our Director of Client Services, shares all in "A Day in the Life".
This month we're introducing a Client Spotlight, sharing some client successes including a dream vacation, a retirement, and the publication of a book!
Click here to read the special Pride Edition or our Newsletter, including the three-part history of CSF in Part I, Part II, and Part III
And, though we have not officially announced it, please save the date for Tuesday, October 7th for a special client event with the Making Gay History Podcast. Details coming soon.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (“Kestra IS”). Investment advisory services offered through Kestra Advisory Services, LLC (“Kestra AS”). Christopher Street Financial, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures
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