Malvern Bank’s "Money Matters"

Money Matters: Are you money smart? Here’s 3 quick ways to know

April 30, 2021

Hello,

As Financial Literacy Month ends, I hope you were able to learn a few new things and apply them to your strategy. One of my goals in sharing this newsletter is to engage you with useful content so you are in the best position to grow your wealth - and maybe even have a little fun.

Ask yourself these three questions to reveal how financially literate you are:

  1. Are you in control of your spending? Examining your money habits and creating a budget puts you in the driver's seat toward smart money management.
  2. Are you saving for your future? Do you live within your means and are you investing in yourself first and foremost? If you need more info about how to best do this, ask me.
  3. Are you confident in your current financial plan? Listen to your gut, and act accordingly. If you answered yes to all three of these questions, you're in good shape. But if you said no, don't worry. Many people have had to reevaluate their priorities over the past year.

Malvern Bank's affiliate, Bell Rock Capital, can help get you on the right track. Bell Rock is an SEC Registered Investment Advisor, and their professionals' depth of investment expertise and Wall Street backgrounds offer you and your family unique insights into a variety of investment choices in order to create an optimized portfolio. They tailor your portfolio to fit your goals and values, utilizing the best array of investment options to do so. To get started, I encourage you to contact Sally Lawson, Senior Investment Advisor, at 610.695.3651.

Here are some articles that can further expand your financial literacy. Enjoy and share! Let's talk soon.

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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