News and Insights
Milestones are a great way to help track your progress towards your financial goals. Whether it’s building up your savings or paying down debt, they can help keep you on track. Best of all, they let you celebrate your wins along the way. How do you celebrate your milestones?
As major life events occur, they can change your life insurance needs. It’s important to safeguard what you have today while planning for the road ahead.
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Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS
September 2023 Market Update: Stocks stumble
There are signs of a slowdown with employment data weakening, payrolls slowing, and the consumer starting to show signs of stress with credit card delinquencies rising. For a review of key market and economic developments, read the September 2023 Market Update.
What is in a name?
Our practice name is Heart of the Valley Wealth Advisors. I wonder how often our clients think about this name or why we chose it?
Those who live in and around our office in Menasha, Wisconsin recognize it as a geographic name- “Heart of the Valley” is a specific area of the Fox River Valley , and overlaps what was known as Paper Valley ( the Fox River was an excellent source of water and power, and this area was near the right kinds of trees and forests for paper mills). People can relate to this name as a practice in the center, and accessible to them.
Those of us near our other office in San Jose, CA, we are in Santa Clara Valley, and in the last 30 years has been known as Silicon Valley, and before that had a long history of agriculture, specifically fruit orchards. Our office, geographically, is right in the heart of this area. Again, we hope to send the message of accessibility.
Then there is this other meaning of the word “Heart”. For me, having this word in our team name identifies our #1 core value. Having “heart”.
We hope your experience with us is one in which you have felt our team’s heart for you , your relationships, and your joyful stewardship of your resources. We see it in your trust in us as you share not only your financial life, but often also your relationships, as well as the highs, that we celebrate, and the lows, which we commiserate.
In this path of having heart as our foundation to serve you, I am humbled and honored to have an amazing team mate and partner in Troy , and that we have the synergy of our team, currently Edana Beck, Rebekah Frank, Ken Truyman, Mike Glantz, and our remote service professionals Darcy Juday, Michele Smith and Tanya Londre.
We cannot fully have heart with you, unless we fully have heart internally with our team. And I am thankful that Troy and I have heart for each other both professionally and personally.
What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!
Starting a new chapter? Whether it’s a new house, new job, baby on the way, or something else entirely, get expert financial advice that adapts to your life and guides you along the way.
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
Wow, we are amazed by your generosity! Heart of the Valley Wealth Advisors clients and team members made a huge impact in their communities in 2022. We heard many stories this past year about how our clients are making a difference in their neighborhoods and local communities. We can’t wait to do more and hear more about how you are getting involved this year.
Interested in engaging Thrivent’s member benefits? Learn more here: https://www.thrivent.com/about-us/membership.
May 2023 Market Update: Big tech earnings growth drives market gains
Stocks held their own the past month, with the tech area leading the way, GDP slipped for the third straight quarter, and Fed rate hikes continued to rattle the banking industry. Get an overview of all key market and economic highlights in this month's Market Update.
Our team member, Sawyer, will be leaving Heart of the Valley Wealth Advisors on Wednesday, May 24th to focus on family responsibilities. Sawyer has become an amazing member of our team, and we sure will miss having her around. We wish her the very best as she adjusts to this new phase of life.