I can hardly believe it’s already November, with record temperatures making it feel like late summer! Hope you’re getting outside and soaking up this unexpected warmth!

The 2024 U.S. election season was one for the books—highly anticipated, with a close race and big voter turnout across the country. It’s clear Americans are passionate and motivated about the issues that shape their future, which is great to see. Now that most of the results are in, we’ll start to see the country move forward, and everyone will be watching closely to gauge what these outcomes might mean for the economy and the investments. Please read The 2024 Election Results and Their Impact on Your Investments below. As always, I’m here to answer any questions and discuss how these changes might affect your financial plans.

This month, we honor Veterans Day and extend heartfelt gratitude to those who served in the U.S. Armed Forces. Their courage and sacrifices remind us of the freedoms we cherish and the debt we owe to them and their families.

As we near the end of the year, I want to remind you of a few key deadlines. The Free Application for Federal Student Aid (FAFSA) for the 2025–2026 academic year is due by December 1, 2024. It’s also an ideal time to complete your Annual Financial Checkup—we’ve included a helpful checklist below to guide you.

And lastly, as Thanksgiving approaches, I want to take a moment to express my gratitude for the trust you place in me and my team. Wishing you and your loved ones a warm and joyful holiday filled with connection and gratitude.

Happy Thanksgiving!

With Gratitude,

~ Marianna 

Our Purpose is Simple



To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.

The 2024 Election Results and

Their Impact on Your Investments

With the results of the 2024 U.S. presidential election now mostly in, you may be wondering how the outcome could affect your portfolio and financial plans. It’s natural to feel curious about what this means for markets and the economy in times of change.

2024 Year End Planning Checklist

As we approach the end of 2024, it’s time to take a good look at your finances and plan for the year ahead. Think of this as your annual financial checkup—a chance to ensure that you’re on a strategic path and not missing any opportunities. We’ve put together a guide to help you get ready, covering all the important issues you might want to chat about with your financial advisor, along with suggestions on topics to discuss and small things you can do immediately to get started.