Big news! We are beyond excited to announce that Geri has been named to the Barron's Top 100 Independent Financial Advisors list for 2020. We are so grateful for this honor as it is a true testament to the hard work and dedication of the whole Pell Wealth Partners team.
A big thank you to our clients for your continued trust and to Barron's for the recognition!
Did you catch Geri live on Yahoo Finance yesterday?
If not, we got you covered!
Either way, let us know what you thought and be sure to share the link below ⬇️
https://finance.yahoo.com/video/consumers-tightly-managing-fixed-income-154954283.html
FINANCE.YAHOO.COM
Consumers should be 'tightly managing' their fixed income portfolios amid COVID-19: Pell Wealth Partners CEO
Tune in to Yahoo Finance this morning around 11:05 AM to catch Geri live discussing recent trends in the market!
https://finance.yahoo.com/
FINANCE.YAHOO.COM
Yahoo Finance - Stock Market Live, Quotes, Business & Finance News
The choice to make a difference in the world through charitable organizations whose values and mission statement is near and dear to your heart is a noble and important financial decision that should be done strategically and through careful planning.
Join us on October 14th to learn more about how we can help!
Join us tonight at 5:30 PM for a special edition of our weekly “Market Volatility” call as we are joined by Vanguard’s Jeremy Gehrke and Thomas Marinucci to discuss “The Election and The Market”.
Email Kelly at kelly.doherty@ampf.com for dial-in information. You won’t want to miss it!
Pell Wealth Partners updated their business hours.
Did you know we host a weekly Markets and Economy Q&A call every Monday at 5:30 PM? If you haven’t been listening in, be sure to join us this Monday, October 26th!
Contact Gina at gina.petriccione@ampf.com for meeting link
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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
Laura Beddor Gourde
October 13 at 6:49 PM ·
What a year! This month marks my 1 year anniversary partnering with the amazing New York Metro Ameriprise independent advisors. The career decision I made one year ago was not easy- it meant uprooting my family to a new state, creating new relationships, and pushing myself out of my comfort zone each day. Although it was not easy, I am so happy I took "the leap". Each day, I am inspired by the dedication and passion that our advisors bring to their clients, and I feel so grateful to be part of a leadership team who cares so deeply about the success of our advisors and their clients.
To celebrate my one year anniversary, I gave back to the NY community by donating over one thousand meals to families through the Food Bank For New York City. With the Ameriprise Gift Matching Program, I donated $1 for each of the 566 Advisors and Staff that I get the privilege of supporting. If you are interested in learning more about Food Bank For New York City, visit their website: www.foodbanknyc.org
I look forward to donating more and more each year as our territory continues to grow!
#giveback #AmeripriseProud
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Wishing a very happy birthday to our fabulous advisor, Julie! We are so lucky to have you on our team and wish we could celebrate together. Cheers to you on your special day!
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
Join us tonight at 5:30 PM EST!
As the world continues to adjust to pandemic life, it has become increasingly necessary for companies to shift the way they do business. Though there has been much adversity, one positive change is an increase in the use of an environmental, social, and governance (ESG) lens to drive corporate resiliency and innovation.
Email us at pellwealthpartners@ampf.com for meeting link
Julie Wendholt-Pell Wealth Partners
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Looking for an easy and fun recipe to have on hand for the Big Game this Sunday? Tony’s got you covered with his famous Ham & Cheese sliders. He promises they will not disappoint! Check out the recipe below.
Pro-tip: "Slice the buns in half horizontally so the tops and bottoms are separated, but do NOT separate the rolls until after they're baked. I use a large serrated knife to slice all 12 rolls in half while they are still connected so it created 2 large halves. Once they come out of the oven, you can transfer the whole thing to a cutting board or slice them into separate sandwiches right in the pan." -Anthony Rizzuto
The results are in: Punxsutawney Phil saw his shadow! 6 more weeks of winter. Who's ready for Spring?
https://weather.com/news/news/2021-02-01-groundhog-day-punxsutawney-phil-shadow-prediction
WEATHER.COM
What Did the Groundhog See? Punxsutawney Phil's Winter Predictions Are In | The Weather Channel - Articles from The Weather Channel | weather.com
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
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