From The Desk Of Kelli…
Good morning! My Business Partner Chantal, AKA “Rock Star”, sent me a message last week about a wonderful opportunity to volunteer, from the safety of your home. This opportunity caused me to take a pause, letting my mind wander about the gratitude I have for those in all sorts of Long-Term Care facilities. My appreciation […]
Raymond James Washington Policy Changes
Good afternoon, and I hope my note finds you well. I have attached our Raymond James “Washington Policy” newsletter which provides an insightful overview of all activities happening in our nation’s capital. This weekly update is helpful to understanding economic and legislative policy changes that are in motion, as well as updates regarding Covid, healthcare, […]
As your Financial Planner, I share with you my Thanksgiving blessings…
After years of working with clients, I can tell each of you without a doubt, that it’s your stories and lives that keep me going and have brought my skills to the level they currently are. Each client has their own set of concerns and goals that pose different challenges throughout our relationship. Each of […]
Polls vs Stocks: Which Is The Stronger Election Predictor?
Hello: I have been communicating regularly with you. One of the biggest questions and concerns I continue to hear is… “What will happen to my investments should either party win, and how could this effect my future plans?” Raymond James has some brilliant minds working behind the scenes to keep us, and you educated. I […]
WELCOME OUR NEW INTERN!
Longevity Wealth is excited to have an intern join us. Katelyn Smith is a business student living in the Snoqualmie Valley. She will be assisting us with a variety of projects as we continue to grow and expand our offerings to our clients. We are thankful for her input and time!
You’re Doomscrolling Again. Here’s How to Snap Out of It.
In a pandemic that forces us to stay home, bingeing on doom-and-gloom news feels irresistible. These health experts offer ways to break the habit. Your phone alarm goes off at 6 in the morning. You check some news sites and Facebook. It’s bad news after bad news. Coronavirus cases keep climbing, and so do deaths. […]
Important Message To All: Attached is a link to an effective video, helping all to understand how we are scammed, spoofed and important information criminally compromised. Raymond James has brought together 3 tenured and caring minds to share this information with us. I urge you all to take the 40 minutes to watch then share. […]
Longevity Wealth Shares CNBC Article
SAVE AND INVEST Follow these 5 money rules while you’re still young—or ‘regret it later in life,’ says finance expert Published Mon, Jul 6 202012:21 PM EDT Morgan Housel, Contributor@MORGANHOUSEL Personal finance hacks are not easy because shortcuts rarely exist. Rewards take time and effort. The personal finance industry — filled with advice that sounds […]