November 23, 2023

Dear Cautious Optimist,

As you contemplate the delightful dilemma of pumpkin or apple pie (inevitably deciding on both, we’re sure), we extend warm Thanksgiving greetings to you and your loved ones. We are truly grateful for you!

Considering the season, our Portfolio Analyst, Erik Laymon, has cooked up a Q4 Newsletter that provides a fun and informative look at various dishes of a traditional Thanksgiving meal and how they correspond to a healthy portfolio.

Also Included in the Newsletter are Links to:

  • Go Phils!  – Align Blog Post
  • Retirement Planning at Every Age: A Decade-by-Decade Guide – MoneyNav Article
  • Personal Finance for Kids – YouTube Playlist on Financial Basics
  • In Laymon’s Terms – Our New Monthly Market Commentary
2023-Q4-NewsletterDownload