Issue #137

News and Events


Spotlight:

  • Scholarship Winners
  • Open House & Shredding Event
  • Annual Volunteer Day
  • The Benefits of Early Starts in College Savings


Updates:

  • LPL Market Research


Important Dates:

  • Office Closed for Juneteenth National Independence Day - June 19th
  • Annual Open House & Shredding Event - June 22nd
  • Annual Volunteer Day - July 12th

Hello Marion,


As we wrap up another academic year, many of you may have heard a graduate's speech with heartfelt accounts of the emotional rollercoaster that led them to their diploma. For some, the journey was marred by financial uncertainty, a significant hurdle on their path to graduation. It's a feeling that students, parents, and grandparents remember-the shock of seeing the hefty price tag attached to the diploma. 


Whether you are continuing your education or planning for the education of a loved one, it is not too early to start saving. In this issue, we're excited to share resources that can make a difference in the lives of your future graduates. By contributing to the cost of their education through 529 plans, you're not just investing in their future but also a brighter tomorrow. The importance of education savings cannot be overstated, and it's crucial to start as soon as possible.


Financial Steward Associates

2024 FSA Scholarship Winners:

Congratulations, Emily Madden and Case Meyer!

Emily Madden graduated from Boulder High School and plans to continue her education at Leeds School of Business at the University of Colorado Boulder in the fall. In addition to her academic achievements, Emily has been actively involved in Boulder High's student government and debate club. She is also a dancer, teacher and mentor at Boulder Ballet, demonstrating her commitment to her studies and community.


Emily's essay articulates her profound understanding of financial responsibility, viewing it as a cornerstone for long-term financial stability, goal achievement, and community contribution. She further underscores the significance of financial education, drawing from her personal experience of the transformative power of diligent financial tracking.


We are honored to help support her in her first year of university!

Read Emily's Essay Here

Case Meyer is a Green Mountain High School graduate and plans to continue his education at Western Colorado University in the fall. Case has been actively involved in Green Mountain's marching band, received varsity letters for tennis and cross country, and organized all aspects of the 2023 RamRun 5k race for the Green Mountain community, demonstrating his commitment to his studies and community.


Case's essay articulates his approach to financial responsibility, which he defines as a comprehensive strategy involving prudence, foresight, and discipline. He illustrates how this approach has empowered him to make informed decisions, fostering a sense of security in the face of changing circumstances.



We are honored to help support him in his first year of university!

Read Case's Essay Here

Annual Open House - Shred Event


Join us on June 22nd, 2024 from 10 a.m. - 12 p.m. at Financial Steward Associates for a day of shredding, socializing, and refreshments. 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. We value our relationship with each of you, and this is a great opportunity to catch up with our team, ask any questions, and enjoy a productive and secure document disposal process.

Annual Volunteer Day

Time: July 12th, 2024 | 10 a.m. - 1 p.m.


Location: 655 Aspen Ridge Dr., Lafayette, CO 80026


If you would like to join, please RSVP by emailing alexandra.dunnick@lpl.com


We invite you to don your sunhat and gardening gloves and join us for an afternoon of volunteering at Sister Carmen's Community Center Garden. 


Sister Carmen provides East Boulder County area residents with comprehensive basic needs services and resources. Their family-centered programming promotes health, safety, well-being, and economic stability. One of the ways they serve their community is through their community garden. 


On July 12th, we will spend some time working in their community garden before having an opportunity to gain a deeper understanding of their work through a short tour of their facilities. Whether you're a seasoned gardener or just starting, we invite you to learn and grow with us!

LPL Market Research

Street View

Cash is Cool Again, but Bonds Are an Important Asset

Weekly Market Commentary:


Preferred Securities: Still Our Preferred Non-Core Bond Sector

Market Signals Podcast:


Another Positive Week for Stocks as Goldilocks May Be Back

The Benefits of Early Starts in College Savings

Planning ahead now can result in brighter futures

When kids enter our lives, we often live in the moment instead of planning ahead. We

should consider, though, that it’s never too early to start investing in our children’s future—

literally. By saving for their college education sooner rather than later, we can have more

peace of mind when it’s time for them to leave home and head off to college.


Learning about the actions we can take now to help reduce college debt in the future may

be one of the best investments we can make—whether our kids are already in high school

or still in the cradle.

Click Here to Read More about Actions You can Take

Who To Contact

Marion Steward, CFP®

with questions about your investments and Financial Planning requests


Heather Williams, CFP®

with questions about your investments and Financial Planning requests


Alex Dunnick

to answers on general information and 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


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

financial.steward@lpl.com

Web  LinkedIn

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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