As we approach Thanksgiving weekend, we want to take a moment to express our gratitude for having the opportunity to work with you. This time of year reminds us of the importance of connection and collaboration. We are thankful for the meaningful interactions and partnerships that make our work so fulfilling.
We hope you take this opportunity to relax, enjoy a delicious meal, and spend some time with your loved ones. Whether you’re traveling or staying home, we hope your weekend is filled with warmth and joy.
Our team would like to share a few updates from our end:
Jim has enjoyed the summer weekends up at the cottage and recently took a short road trip down to Massachusetts to visit some friends.
Ellen has been working on improving her tennis skills over the summer. She participated in a couple of leagues at the local tennis club where she is also volunteering as the membership director.
Paula has been kept busy with her energetic and loving Bernese Mountain dog, Elvis. He is 7 months old and is weighing in at just over 80 lbs.
Amber has enjoyed going to concerts with her husband Jeremy. Recently she saw Rod Stewart, Missy Elliot, and Green Day.
We also want to highlight a few items from our office:
Jim Allworth Dinner & Market Update
On September 19th, we held the Fall Market Update event. Thank you to all who attended. Jim Allworth, Investment Strategist, shared his insights about the latest market trends and key economic developments. He included the sentiments he shared at the event in a recent article, Wealth Management Review – A mixed picture, that was included with your October Statements.
If you would like to read more about Jim Allworth’s insights, please look out for his commentary included in your quarterly report.
Quarterly Reports
We will be sending out your quarterly portfolio reports within the next week. If you have any questions or would like to review it together, please do not hesitate to give us a call.
Will & Estate Planning
We would like to remind you the importance of having an up-to-date Will and Power of Attorney – Property & Personal Care.
If you already have a Will in place, keep in mind that it’s just as important to ensure it remains up to date and that it still reflects your wishes and intentions. Beyond specific life events, it’s generally a good idea to review your Will every three to five years.
Please reach out to us if you would like additional estate planning resources.
Dividend Increases
We have listed the most recent dividend increases on our blog. If you are interested in which companies have rewarded their shareholders with a pay increase, check out our most recent dividend increase blog posts:
We wish you a wonderful Thanksgiving!
Warm regards,
The Seyers Group
“How will you replace your current income in retirement?”™