Gobble Up Financial Wisdom this Thanksgiving

As the holiday season approaches, we want to take a moment to express our gratitude to each one of you. This Thanksgiving, we are giving thanks for the trust you have placed in us as your financial advisors. We are here to help you navigate the financial journey, and we’re truly thankful for your partnership.

Thanksgiving Financial Feast

Just like a bountiful Thanksgiving meal, our financial guidance aims to provide you with a satisfying and well-rounded experience. Here are a few “financial dishes” to consider:

Diversify Your Portfolio: Just as a variety of dishes make a Thanksgiving feast enjoyable, diversifying your investments can reduce risk and increase your chances of success.

Set Financial Goals: Much like planning the perfect Thanksgiving menu, setting clear financial goals helps you navigate your financial future with purpose.

Review Your Financial “Recipe”: Take time this holiday season to review your financial strategy. Are there any outdated “ingredients” that need to be replaced or updated?

Preserve Your Nest Egg: Just as you protect your Thanksgiving leftovers, ensure your financial future by having appropriate insurance and estate planning in place.

Gratitude Grows Wealth

Thanksgiving is a time to reflect on the things that truly matter. We are grateful for the opportunity to work with each of you and be a part of your financial journey. Your trust and confidence are the building blocks of our success.

We wish you and your loved ones a warm and wonderful Thanksgiving filled with love, laughter, and, of course, delicious food. Please remember that we are here for you, ready to help and provide guidance as we move into the holiday season and beyond.

If you have any financial questions or concerns, please feel free to reach out to us. We’re just a phone call or email away.

Warmest wishes for a Happy Thanksgiving!

Upcoming Webinars

Understanding Your Rollover Options

6:00 PM EST on 12.07.2013 at ZOOM

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a Rollover works
  • And more

Rethinking Diversification

Rethinking Diversification 6:00 PM EST on 12.19.2023 at ZOOM

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risk including possible loss of principal. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Variable annuities are subject to market risk and may lose value. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits of ObligationsMay Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

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LPL QR Disclosure InfoThe LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.