Malvern Bank’s "Money Matters"

Money Matters: What you know = How much you grow

April 20, 2021

Hello,

April is financial literacy month, and it's a great coincidence that this month is also the time when many people are planting seeds in the ground, hoping for a lush summer garden and dreaming of a huge fall harvest. Growing something large and beautiful from a small seed is a fantastic analogy for the financial planning you do in order to reach your retirement goals.

Women's financial literacy, in particular, has been a meaningful topic of conversation for many years. While women have attained greater visibility in the corporate world, many have not seized control of their finances in a meaningful way. Financial literacy speaks to an understanding of the tools needed to make knowledgeable decisions regarding savings, investments, and retirement goals. Education is the key to gaining confidence, helping women achieve financial security. One way to achieve this knowledge is to work with an Investment Advisor.

Malvern Bank's affiliate, Bell Rock Capital, LLC, an SEC Registered Investment Advisor, will take the time to sit with you and help you better understand the choices you have for launching your financial future. If you would like to meet with our Investment Advisor at Malvern, please call Sally Lawson, Senior Investment Advisor, at 610.695.3651.

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Office : 610.644.9400
Marketing@MyMalvernBank.com

Money Matters

Bell Rock Capital, an SEC Registered Investment Advisor, is working in affiliation with Malvern Bank, NA. Products offered are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal or state deposit guarantee fund or other government agency; Not endorsed or guaranteed by the bank or their affiliates; and are not deposits or obligations of the bank and are not guaranteed by the bank, and are subject to investment risk, including potential loss of principal.

NOT FDIC INSURED   ●   NOT BANK GUARANTEED   ●   MAY LOSE VALUE   ●   NOT A DEPOSIT   ●   NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

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