September 2024 Newsletter

Client Appreciation Event

We held a Client Appreciation event on August 15th. We appreciate those clients who were able to make the event and extend our sincere gratitude to all clients we serve. With our focus on estate planning this year, we chose a speaker who was able to bring new insights and tools for planning and conducting family conversations. This article, by Fidelity Investments, provides tips and tools for family conversations that you can try out at home.  In addition, we invited Wealth Advisors Jill Carr and Jessie Schlanderer to share key highlights from the client presentation. If you would like to receive these insights, please contact us.


Disclosure

*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly. In this material will be profitable, equal any corresponding indicated historical performance level(s). Be suitable for your portfolio or individual situation or prove successful.

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. You should not assume that any discussion or information contained in this material serves as the receipt. Of, or as a substitute for, personalized investment advice from Stephens Consulting.  Please remember that if you are a SWMG client, it remains your responsibility to advise us, in writing, if there are any changes in your personal/financial situation or investment objectives. For the purpose of reviewing/evaluating/revising our previous recommendations and/or services. Or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to your individual situation. You are encouraged to consult with the professional advisor of your choosing.

SWMG is neither a law firm nor a certified public accounting firm and no portion of this article’s content should be construed as legal or accounting advice. A copy of SWMG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website. Or the collection or use of information regarding any website’s users and/or members. Important Disclosure.

Please Note: Stephens Wealth Management Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SWMG’s website or article or incorporated herein and takes no responsibility for any such content. Such that information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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