A special “thanks” to our partners at Charles Schwab for arranging an in-house visit with Liz Ann Sonders, their Senior Vice President/Chief Investment Strategist and Joe Pellizzari, their Managing Director for the southern region. They met with our team and a small group of clients to share their thoughts and outlooks on the market. I have always found Liz Ann’s columns and articles to be insightful, but her message was even more impactful when delivered in person.

“Thanks” also to our friends at Invesco; Andrew Pringle, Senior Client Portfolio Manager of the Invesco International fund and Kamran Kadivar, Regional Director with Invesco, as they shared an update with our team and some of our clients. Needless to say, we did not run out of things to discuss with what has been happening in the international markets. While the developed international markets have been challenging this year, Invesco has navigated the difficulties quite well, handily staying ahead of their benchmark index as of this writing.

We are welcoming our newest team member this issue, Geoff Owen, who is joining us as a senior wealth advisor. Geoff has abroad scope of financial advisory experience ranging from traditional financial planning to full scale implementation of wealth strategies. He brings as well a background as an advisor to employer sponsored retirement plans, adding a new element to our practice. Geoff is a Certified Financial Planner and also has the Certified Divorce Financial Analyst credential. We are fortunate to have him join our team and look forward to introducing you to him over the coming months.

Speaking of… year end is creeping up on us. We will be in touch soon to tie up any loose ends; financial, tax or otherwise, before New Year’s.

For more information, see our Wealth Management page.

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