Congratulations Haley, on three years of service!
Haley is such a hard worker and the ultimate team player. She does everything with ease and makes work enjoyable. Our team is thankful to have her. Cheers to many more years!
Budgeting has many benefits, and millennials need all the help they can get. Let’s connect to make sure you or the young adults in your life have a solid plan in place.
KIPLINGER.COM
To Take Back Control of Their Finances, Millennials Need to Embrace the ‘B’ Word | Kiplinger
We’re excited to announce that Barron’s named Darrell Pennington one of their Top 100 Independent Financial Advisors for 2020. Congratulations, Darrell! We’d like to thank our clients for putting their trust in us and making this recognition possible. https://www.ameripriseadvisors.com/darrell.r.pennington https://www.barrons.com/report/top-financial-advisors/independent/2020?mod=faranking_subnav
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
Labor Day may be a chance to rest from our work, but it’s also a chance to celebrate hard work. We don’t just celebrate a profession, but like many before us, we celebrate that our labor helps build a better world. More importantly, helps build a safer world. #HappyLaborDay
Please join us in wishing our Client Operations Manager, Lisa Horton a very happy birthday!
Congratulations Karelys, on three years of service! We are so lucky to have you and grateful for your warm spirit. You always go above and beyond and we are so thankful for all the many ways you contribute to our team. Cheers to many more years!
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Congratulations, Elton, on your BIG 10th year anniversary with PWM! We are so fortunate to have such a humble, dedicated, and driven teammate as you. You lead by example and are always the first one to offer a helping hand. Thank you for being such a crucial part of our team and “taking care of business!" Here's to many more decades to come!
One of the passions and causes that my wife and I share is supporting children and youth who cannot protect themselves, especially those in the foster care system. The Pennington Wealth Management team recently sponsored the Sanctuary Foster Care Services golf tournament; this organization focuses on helping children and families work toward healing and permanency. We believe that if we can positively influence our children today that the future is brighter for all of us. Congratulations on a successful event, we are proud to support the cause.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
Six more days until Halloween! Don't forget to stay safe and wear your mask.
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
My wife, Brianna, and I cast our vote early over the weekend. Fellow Texans, you have until October 30th to vote early before Election Day, November 3rd.
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
This year more than ever, may we all be grateful for the many blessings that surround us. Wishing you and your loved ones a safe and happy Thanksgiving!
A cause near and dear to us, is Agape Development, in their mission for authentic community development within the Third Ward. By encouraging residents to lead community projects, Agape facilitates the transformation of normal citizens into leaders.
“Agape” is the Greek word for love in its truest form—a love that is authentic, intentional and long-lasting.
Needless to say, our team had a blast clearing out 150+ dumped tires for new sustainable living to be built! #AgapeDevelopment
Large and small-cap stocks have now recovered pandemic losses, but short-term trends may continue to influence market dynamics. Investors should remain cautiously optimistic and continue to lean heavily on high-quality investments through year-end. #AmeripriseResearch
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
How to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Happy #WorldKindnessDay everyone! In these difficult times, it's important to think beyond ourselves, be mindful, reach out and, yes, be kind. It can make a world of difference.
Wishing Neil a very Happy Birthday!
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
We'd like to extend a warm welcome to the newest member of the PWM team: our intern, Ivan! Ivan is a full time student, majoring in Finance at the University of Houston. We are excited to have you with us!
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
We’re ready for the big game! What are you most excited about... the food, the commercials, or halftime?
My, how time flies! Please join us in congratulating our wonderful Operations Specialist, Pamela, on 8 years here at Pennington Wealth Management. Best wishes for these many years to come!
