May Newsletter

May 2023

Hello Marion!

The month of May is filled with appreciation for many groups of people. It celebrates the teachers that have worked tirelessly this year educating and supporting our nations youth. It gives us an excuse to pamper all the different types of mothers that have raised us, and it reminds us of the brave soldiers who have given the ultimate sacrifice of laying their life down to protect our nation and our freedoms in America.

To add to the celebration, we have added a new member to our FSA Team this month! Please read below to get to know more about Mariana, our Office Manager.

We hope you have a wonderful rest of May and are wishing you the best as the summer season quickly approaches.

Until next time,

The Financial Steward Associates Team

"If you have good thoughts they will shine out of your face like sunbeams and you will always look lovely." - Roald Dahl

News and Events - May

Issue #126

Important Updates:

Mobile Check Deposit - Account View: LPL has added Mobile Deposit to their accounts through the app. It is only available for depositing funds to non-retirement accounts held at LPL Financial and for profiles set to Typical or Advanced. There is no limit for the number of deposits per day. However, only one check image can be deposited at a time. The check deposit daily limit is $50,000 per check and a 30 day limit of $250,000. Acceptable check types include: Checks payable to LPL Financial or exact account registration, personal checks, business checks, bank money orders, cashiers or certified check and government/treasure checks.

Important Dates:

May 29th: Office Closed for Memorial Day

June 19th: Office Closed for Juneteenth

Weekly Commentary

Welcome to the Team

Office Manager - Mariana Moosavi

Welcome Mariana with an email!

Mariana has a Bachelor's degree in Nursing from Universidad Pública de Navarra, Pamplona. She is an accomplished, results-driven leader with over a decade of experience in Operations and team management. With a strategic mindset and strong analytical abilities she excels in identifying improvement opportunities and developing effective solutions.

Outside of work, Mariana reserves her free time to volunteer with the Sexual Assault & Prevention Center, supporting survivors and educating the community on preventing sexual violence. She is a founding member of the Latin Outreach Committee, which provides support and resources for Latina/o minors in the community. She has recently relocated from Austin to Denver and she is excited to explore all that the Rocky Mountains have to offer.

We are so excited to have her join our team!

Not sure who to contact?

If you have questions or requests and aren't quite sure who to reach out to, here is an updated list of who can be of service to you.

Just click on our name to send us an email!

Marion Steward, CFP®

with questions about your investments and Financial Planning requests

Heather Williams, CFP®

with questions about your investments and Financial Planning requests

Mariana Moosavi

to get answers on general information or answers about our special events

Sid Smith

to pass on Financial Planning requests and meeting follow ups with an advisor

Harmony Dunnick

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Stephanie Deon

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Alex Dunnick

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

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

financial.steward@lpl.com

Weighing The Pros And Cons of Pet Ownership.

There are potential health benefits, but also costs.

Approximately 23 million American households added new pets to their homes during

the pandemic, according to a nationwide poll by the American Society for the Prevention of Cruelty to Animals (ASPCA).¹ Now, about 70 percent of U.S. households have pets—primarily cats and dogs, but also birds, fish, rabbits, ferrets, reptiles, and more.²You may be wondering, “Is that good or not?” The answer depends on who you talk to, how well-prepared they were for their new pet, and your perspective—based on your own experience with pets. In the interest of positivity, we’ll save the best for last.

Read More for the Breakdown

¹ Everyday Health: Six Potential Health Benefits of Owning a Pet

² 2021-2022 APPA National Pet Owners Survey

Important Disclosures

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. This material was prepared by LPL Financial.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.

Not Insured by FDIC/NCUA or Any Other Government Agency Not Bank/Credit Union Guaranteed Not Bank/Credit Union Deposits or Obligations May Lose Value

Financial Steward Associates

303-444-5440

fax 303-444-6049

www.financialstewardassociates.com

financial.steward@lpl.com

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

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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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