A Note from Chris
As we head into the holidays, I always find myself reflecting on what matters most — health, family, community, and the relationships that make our work meaningful.
I want to take a moment to say thank you. Thank you for trusting me with your financial life, for the thoughtful conversations we share, and for allowing me to be part of your journey. Being your advisor is something I’m genuinely grateful for — not just during Thanksgiving season, but all year long.
I hope this month brings time with loved ones, moments of rest, and a chance to recharge before the holiday season.
Financial Planning Corner
November can be a peaceful window before the December rush — and a great time to tidy up the financial side of life. A few items worth reviewing before year-end:
- Review 401(k)/IRA contribution pace and catch-up eligibility.
- Assess potential Roth conversion opportunities.
- Revisit insurance coverage heading into winter.
- Confirm beneficiaries are up to date.
- Begin or refine your charitable giving plans for the season.
If we haven’t connected about your year-end strategy yet, now is a great time to check in.
Resources Worth a Look
This month, instead of focusing on charts and indexes, I wanted to share a few lighter, seasonal ideas that fit the spirit of gratitude and time with family.
🎬 Thanksgiving Tradition: Miracle on 34th Street
One of my favorite Thanksgiving-day movies. It’s a feel-good classic that centers on gratitude, kindness, and the importance of believing in the good in others — a nice reminder during a busy season.
🎃 Recipe of the Month: Caramel Pecan Pumpkin Pie Bars
A crowd-pleasing Thanksgiving dessert that combines the best parts of pumpkin and pecan pie into easy bars. Great for family gatherings or office potlucks, and easier to slice and serve than a traditional pie.
🎧 Podcast Pick: Life in Transition with Art Blanchford
A thoughtful look at major life transitions, gratitude, and perspective — ideal background listening while you’re prepping for the holiday or traveling to see family.
Disclaimer: Historical performance is not a guarantee of future results. All investments involve risk, and investors should carefully consider their financial situation and goals before making any investment decisions. This newsletter is for informational purposes only and not intended as investment advice.
Investment Advisor services offered through Compass Advisory Partners, LLC (CAP) and Csenge Advisory Group, LLC (CAG), Registered Investment Advisors, dba Wakefield Venture Group.