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As November arrives, we’re reminded of how thankful we are—for our clients, our community, and the trust you place in CURO. Your continued partnership inspires us every day to help you build and protect your financial future.
This month brings several exciting updates!
| | 🍂 We’re Excited to Welcome Robert Nabel to the CURO Team! | | | | |
We’re excited to have Robert (Rob) Nabel on board as our newest Financial Advisor! With eight years of experience in the financial industry, Rob brings a wealth of knowledge, insight, and enthusiasm to our firm. His expertise and thoughtful approach make him a wonderful fit for CURO’s client-first philosophy.
We’re excited for you to get to know Rob and experience the energy, professionalism, and warmth he adds to our team. Welcome aboard, Rob — we’re so glad to have you with us!
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Our featured articles this month are:
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“5 Year-End Tax Planning Actions to Take" - which offers practical steps to help you make the most of 2025’s closing months, and
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"3 Common Misconceptions about the One Big Beautiful Bill Act (OBBBA) - will help you separate fact from fiction so you can make confident, informed decisions about your finances.
The team also attended the Commonwealth 2025 National Conference, where we gathered insights to better serve you.
In observance of Thanksgiving this year, we've decided to share some of our favorite recipes with you! We hope you enjoy them!
And finally, congratulations to Cathy L., the winner of our Candy Corn Counting Contest! Thanks to everyone who joined in the fun.
As the season of gratitude continues, know that we’re sincerely thankful for your trust and partnership. From all of us at CURO, we wish you a wonderful November!
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With Gratitude,
Marianna, Melanie and Your Team at CURO
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Our Purpose is Simple
To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.
| | 5 Year-End Tax Planning Actions to Take | | |
As 2025 draws to a close, it’s the perfect time to take a close look at your finances and make strategic moves to optimize your taxes. This guide outlines five important actions you can take before the new year to help maximize savings, plan ahead for 2026, and ensure your financial strategy is on track.
If you have any questions or want to discuss how these steps apply to your personal situation, please don’t hesitate to reach out to us.
| | 3 Common Misconceptions About the One Big Beautiful Bill Act (OBBBA) | | There’s been a lot of talk about new tax changes under the OBBBA, and it’s easy to feel uncertain about what’s true and what’s just noise. The good news is—you don’t have to navigate it alone. We’re here to help you separate fact from fiction so you can make confident, informed decisions about your finances. Here’s a look at a few common myths and what these changes actually mean for you. | | |
CURO Team at Commonwealth’s
2025 National Conference
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From October 19th–22nd, a big part of our CURO family attended Commonwealth’s 2025 National Conference in Washington, D.C. The event was filled with insightful and inspiring sessions covering the latest trends and ideas shaping the financial world. We were especially honored to hear from keynote speakers Lin-Manuel Miranda, Doris Kearns Goodwin, and Mike “Coach K” Krzyzewski, who shared powerful messages on leadership, creativity, and perseverance.
Of course, the trip wasn’t all business! Our team also took some time to explore D.C. and Arlington, enjoy team dinners, and even spend a little time playing with rescue puppies — a definite highlight for our animal lovers! It was a wonderful mix of learning, inspiration, and camaraderie — experiences we’re excited to bring back to our work with you.
And a special thank-you to Rob for holding down the fort while the rest of the team was away — we couldn’t have done it without you!
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From Our Table to Yours:
A Thanksgiving Recipe Share
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As we head into November and the season of gratitude, our team wanted to do something a little different this year. Rather than our usual “what we’re thankful for” message, we’re opening up our kitchens and sharing some of our favorite family recipes with you — our valued clients and community.
Thanksgiving is all about sharing, connection, and togetherness, and we hope these dishes bring a touch of warmth to your own celebrations. It’s our way of saying thank you and giving you a glimpse into the traditions and flavors that make our team who we are — not just a business, but a family with heart, history, and a love for what we do.
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Insights From Our CIO:
Market Thoughts November 2025
The S&P 500, Dow Jones, and Nasdaq posted positive returns in October, with falling short-term interest rates and strong corporate earnings supporting markets. In fact, the average Q3 earnings growth rate for the S&P 500 stood at nearly 10.7 percent at the end of October, above analysts’ 7.9 percent estimate at the end of September.
Turning to the economy, the government shutdown continues to delay some economic reports. Still, the September Consumer Price Index report showed inflation remained stubbornly high, as year-over-year consumer inflation rose to 3 percent. Consumer confidence also continued to cool in October.
With both major measures of consumer sentiment falling, are there other risks on the horizon for investors?
Watch Chris’s latest Market Thoughts video here to learn more.
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Please share this newsletter with friends and family who
might also benefit from this information.
Let us know how we can care for those you care about!
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Securities and advisory services offered through Commonwealth Financial Network®,
Member FINRA/SIPC, a Registered Investment Adviser.
1705 Newtown-Langhorne Road, Suite One, Langhorne, PA 19047
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