August 2023 | Issue #129

News and Events


  • Protect Yourself from Cyber Security Threats
  • LPL Weekly Commentary


  • FSA Contact Information
  • Office Closed for Labor Day


  • Annual Open House Shred Event
  • National Chocolate Chip Cookie Day

Dear Marion!

I hope this letter finds you in good health and high spirits. As we embrace the warmth of summer, I am thrilled to welcome you to our August newsletter! This month, we have an exciting lineup of news, updates, and valuable insights prepared just for you.

As we navigate through these times of change and uncertainty, we want to extend our heartfelt appreciation for your continued support and trust in our mission to serve your financial needs. Your partnership motivates us to strive for excellence and reinforces our commitment to you in everything we do.

Wishing you a wonderful August!

The Financial Steward Associates Team

Annual Open House - Shred Event

Join us on August 12, 2023 from 10:00AM - 12:00PM at Financial Steward Associates for a day of shredding, networking, refreshments and a photo session. Whether you have old financial statements, legal documents, or any other paperwork you'd like to discard safely, bring them along, and our professional shredding services will take care of the rest.

This event is our way of saying thank you for your continued trust and loyalty. We value our relationship with each of our clients, and this is a great opportunity to catch up with our team, ask any questions, and enjoy a productive and secure document disposal process.

Get Ready for National Chocolate Chip Cookie Day!

August is back-to-school month, and we understand how hectic it can be to get back into a routine. That's why we're here to sweeten your day with a delicious treat. Mark your calendars for Friday, August 4th, because it's National Chocolate Chip Cookie Day! Treat yourself to the ultimate comfort food and indulge in the mouth-watering goodness of a freshly baked chocolate chip cookie. Don't miss out on this perfect excuse to satisfy your sweet tooth.

 “Education is the key to unlocking the world, a passport to freedom.” — Oprah Winfrey

3 Essential Tips to Safeguard Against Cyber Security Threats

In today's digital age, protecting yourself from cyber security threats is more important than ever. Follow these three tips to keep yourself safe.

  • First, be extremely selective about the information you share and the invitations you accept on social media platforms like Facebook, Instagram, and LinkedIn. Even professional networks can be a breeding ground for scammers.
  • Secondly, vet any new contacts or opportunities carefully. Take the time to research and verify the legitimacy of individuals or investment offers. A simple Google search can save you from becoming a victim.
  • Never share private keys, passwords, or access to online financial accounts. Stay vigilant against social engineering and potential threats. Implement strong security measures to safeguard valuable digital resources.


Weekly Market Commentary

A Cloudy Outlook Makes for Choppy Markets

LPL Market Signals Podcast

Another Positive Week for Stocks: Week 2 of an Epic 2-Week Stretch

Street View

FOMC Dot Plot is Poor Predictor of Fed Funds Rate


Important Date:

September 4th, 2023 Office will be closed

                 Who to Contact                   

Financial Advisors- with questions about your investments and Financial Planning requests.

Marion Steward, CFP®

Heather Williams, CFP®

Sid Smith - to pass on Financial Planning requests and meeting follow ups with an advisor.

Mariana Moosavi - to get answers on general information or answers about our special events.

Client Service Team- for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews.

Harmony Dunnick 

Stephanie Deon

Alex Dunnick

Don't forget we also have a general email box.

Financial Steward Associates


fax 303-444-6049

Account View



Pacific Life


Jackson, Lincoln Financial, Pacific Life, Prudential, Financial Steward Associates and LPL Financial are separate entities.


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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