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!
If you have someone in your life with college ambitions, let’s talk about saving strategies.
L’Shana Tova! Wishing you a year filled with light and love.
Thank you to the Green Business Partnership for having us yesterday! It’s always great getting to share about passion for responsible investing with others.
Today’s the day! Be sure to register to join us at 1:00. Looking forward to “seeing” you there!
GREENBUSINESSPARTNERSHIP.ORG
Green Business Partnership - RESPONSIBLE INVESTING Aligning your financial goals with your values
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.
Announcing our November seminar lineup!
November 11th at 6:00 PM - Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy - There are many factors to consider when making decisions that concern your social security benefits and we know that everyone is on a different path to retirement. Join us for a great conversation on common mistakes and best practices to get the most out of your social security benefits so you can put them to work towards your retirement goals.
November 12th at 5:30 PM – COVID-19 and the Trend Toward Responsible Investing - 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. Join Julie Wendholt-Pell Wealth Partners for this exciting discussion!
To RSVP email Gina at gina.petriccione@ampf.com
We hope you can join us!
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
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
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
Join us tonight at 5:30 PM EST for a special edition of our weekly Markets & Economy call. This week, we are thrilled to be joined by Colin Moore, Global Chief Investment Officer for Columbia Threadneedle Investments. We are so lucky to have Colin on hand to share his knowledge and expertise. You won't want to miss it!
Email us at pellwealthpartners@ampf.com for meeting link
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.
