Senior market analyst
That's one proud looking CFP ®!!
A Letter to Our Clients FSG Adventures Digital Bytes Upcoming Firm Events Recipe of the Month Monthly Read
This Month
September Newsletter
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Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. Working with a Certified Financial Planner™ professional is assurance that he or she is a credentialed expert who does just that, and performs to high ethical and professional standards. So we’re taking this moment to inform you that a member of our team, Christopher Rios is now officially a CFP® professional. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, Chris is required to uphold this certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. It’s little wonder that CFP® certification is the most recognized in the industry for personal financial planning.
A Letter to Our Clients
So as you think about your financial future, please bear in mind that only 21% of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company. We are so excited to have another Certified Financial Planner on our team!
Hank at the Philosophy of Hope Concert at State College in Pennsylvania. The concert benefitted the Jana Marie Foundation, a organization that strives to build awareness about suicide prevention and to foster mental wellness skills.
Kim and Kathy Fish biked 250 miles across Wisconsin on a week-long biking trip!
FSG Adventures
Chris and Jenni traveled to Ericeira, Portugal to surf.
Click on the video link to watch this month's cyber byte.
September Digital Bytes: Protecting Your Financial Identity
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Upcoming Events
We hope you can join us at one of our upcoming events Visit our event calendar or give us a call if you have any questions, or would like to RSVP to any future event. Please also save the date for our 2019 Holiday/New Office Unveiling Party. December 12th from 4-8 PM. More details to come!
Recipe of the Month
Instructions: Preheat oven to 400 degrees F and line a baking sheet with parchment paper/ Cut the squash in half and scoop out the seeds. Cut the onion into quarters. Place the squash and the onion on the baking sheet and drizzle with 1 tablespoon of the olive oil and pinches of salt and pepper. Arrange the squash and onions cut-side down. Wrap the garlic in foil and place on the baking sheet. Roast for 40-50 minutes, or until the squash is soft and the onion is nicely browned. Scoop the flesh from the squash and place in a blender with the onion, peeled garlic, vegetable broth, miso paste, vinegar, and the remaining 2 tablespoons olive oil. Blend until creamy, about 1 minute Season to taste with salt and pepper. Serve with a drizzle of oilve oil, and a spoonful of coconut milk, if using. *Source: Paula Deen
Sheet Pan Squash Soup The perfect way to kick off Fall. Ingredients: 1 (2-pound) butternut squash1 1 small yellow onion3 3 tablespoons extra-virgin olve oil 5 unpeeled garlic cloves 2 cups vegetable broth 1/4 tablespoons white miso paste 1 teaspoon white wine vinegar Sea salt and freshly ground black pepper coconut milk for garnish (optional)
Hank's September Read
Tropical Surge: A History of Ambition and Disaster on the Florida Shore An engaging historical narrative covering many significant events in the history of south Florida, Tropical Surge includes the major developments and setbacks in the early years of Miami and Key West, as well as an in-depth look at Henry Flagler's amazing Overseas Railway
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