Issue #144

News and Events

Spotlight:

Office Holiday Hours
Winter Holiday Celebrations from Around the World
Staff Spotlight
LPL Market Research

Hello Marion,

Happy Holidays and Season's Greetings!

As we come to the end of 2024 and enter this holiday season, we invite you to take a moment to reflect on the past year.

Our hope is that this holiday season brings you moments of joy and warmth, surrounded by loved ones and filled with cherished memories. We believe that even amidst difficulties, there are opportunities waiting to be discovered, and we're genuinely excited for what the new year will bring.

Wishing you a peaceful and fulfilling holiday season. We look forward to reconnecting in the new year!

Financial Steward Associates

Upcoming Office Holiday Hours

Our office will be closed from December 23rd to January 1st. If you have any matters to discuss before the end of the year, please contact us before we close. We will be checking our voicemails for urgent requests during that time.

Our office will be closed on January 20th in observation of Martin Luther King Jr. Day.

Thank you and Happy Holidays!

Winter Holiday Celebrations from Around the World

Our unique customs and traditions are what make the winter holiday season so special, and this time of year might look different depending on where you are in the world. The holidays we celebrate—and the ways we celebrate them—are different from country to country, and even neighborhood by neighborhood.

This season, learn how holiday traditions are celebrated around the globe, including the things all of us have in common—like gathering with friends and family for a meaningful meal or decorating our homes with twinkling lights. It’s also an opportunity to appreciate the differences between our holidays across a variety of cultures and continents.

As you make plans to gather with your own family, take some time to learn about the traditions of others, and pull inspiration from customs you might not have known about before.

Does your family celebrate one of the winter holidays listed or do you have your own, unique traditions? We would love to hear them! Reply to this or send your traditions to financial.steward@lpl.com to share with us.

Click Here to Read More

Staff Spotlight - Harmony Dunnick

Say "Hello" To Harmony

This month, we would like to highlight our Senior Client Service Associate, Harmony! Harmony joined the FSA in 2020 and has been an integral part ever since. She moved from Minnesota to Colorado with her husband, 3 daughters and lab retriever, De Niro. She is one of four girls and has 12 nieces and nephews back in Minnesota. Harmony gives back to the community through a wide variety of organizations including the Denver Rescue Mission, Hope House of Colorado, Children of the Promise and Global Outreach Foundation. In her free time, she enjoys hunting, fishing, camping, music, mentoring women, cooking and reading.

How can Harmony help you?

Harmony assists with all client service related requests, including opening new accounts, facilitating account transfers, rollovers, coordinating contributions and withdrawals, troubleshooting, retrieving information, and scheduling Financial Reviews.

We invite you to join us in recognizing Harmony for her amazing work and we look forward to sharing more about our talented professionals through future Staff Spotlights.

LPL Market Research

Street View

Reshoring and Deregulation

Market Signals Podcast

A Market Outlook: Expect Slower Growth and Modest Market Gains in 2025

Weekly Market Commentary

A Golden Age for Income Investors

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 Financial Planning requests and investment updates

Dana Duckman, CFP®

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@lpl.com

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