Happy Holidays from Watercolor Financial!



Hello Megan,


Thank you for your trust and partnership throughout this year! We value the relationships we have built with each of you, and it has been a privilege to support you on your life’s journey.



During this season of celebration, we hope you find time to relax, enjoy the company of your loved ones, and create special memories that will last a lifetime. Cherish these moments with your family and friends as we all reflect on the blessings of the year.



To mark this festive time, Cass has painted a watercolor of a peaceful mountain village—still and bright, full of hope.



Thank you for allowing us to be a part of your journey. We wish you a joyous holiday season and look forward to continuing our work together in the coming year!

Sincerely,

Cass, Bleckley and Megan


The 2025 Watercolor Financial Calendar is hot off the press! We mailed them out last week. The calendar features 13 new watercolor paintings from Cass.

Source:IRS.gov

Client celebrates her 80th Birthday by mailing $80 each to 80 friends and family to share with others. 

Pat enclosed a letter and a return postcard to folks asking them to follow their hearts and give away or enjoy the money. The postcard, texts and emails sent back to her told stories of giving to friends or strangers in need, hurricane relief, schools, animal shelters, children's organizations, paying it forward and many other uses. The $80 gifts reached six states and four countries. One woman wrote, "I have given my $80 to a man living in his car. He was both surprised and thankful. I tapped on his window and gave him the money. Great feeling!" Happy Birthday, Pat. Great idea.


Q4 2024: Quarterly Market Guide


Please review this quarter's market guide by clicking here. We encourage all of our clients to review the straight-forward, easy-to understand guide written by Rafael Villagran, CIO of Genesia Investments and part of our investment team at Watercolor Financial.

Access your reports - Visit our web page for links to Fidelity (for access to statements and tax documents) and to the Orion portal (for access to performance reports and billing statements): Watercolor Financial website.

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