Monthly Newsletter

January 2025

Welcome to the New Year!

WHAT’S NEW IN THE OFFICE

Autumn is celebrating four years in our office. We appreciate all her hard work. She is integral in keeping the office running smoothly.

Autumn has a new puppy! Miss Penny Lane is an Airedale. 

Airedales are the largest breed of Terriers. At 3 months old she weighs 17lbs. We are all waiting for her to grow into her long legs and giant paws!

2025 calendars are here! We know you love them. Stop in to say “hello” and grab yours today. (We have some snazzy pens as well!!!!)

REMINDERS

Stay tuned! We will receive the dates for expected distributions of 1099’s around the first of the year. We know you are anxious to receive these forms.

Never invest in something you don't understand, and don't rely on celebrity endorsements or flashy online investment pitches when making investment decisions. Rob is willing to answer any questions you may have about your financial portfolio.

Important Dates:

January 20^th, 2025 – Martin Luther King Jr. – Market and Banks Closed

*This may affect our office hours as well.

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