Malvern Bank will be closed Monday, June 19 in observance of Juneteenth National Independence Day.

Malvern Bank’s "Money Matters"

Money Matters: Let's look at the upside

July 23, 2021

Hello,

I decided to focus on the optimism of the word “up” this summer. And now, everywhere I look, things are looking UP!

The economy has opened up, many people’s spirits are up, friends and families are meeting up once again. Jeff Bezos became the second billionaire to blast up to space this week, and the world’s best athletes will reach up to new heights and speeds in the Olympics.

It can be quite a powerful thing when we choose to look at the upside.

History has repeatedly shown that regardless of inevitable down periods, a long-term diversified strategy helps put us on the path to pursue our financial goals.

When things seem down, take a moment to redirect your focus and find what's looking up for you. And on that, we will continue to build the best strategy tailored to your goals.

So, let's talk about what's up with you lately. If you need to be experienced, professional guidance to help you on your financial path, I encourage you to contact Sally Lawson, Malvern Bank's Senior Investment Advisor, at 610.695.3651.

Sally can reduce the pressure you may be feeling about your finances and help set you on the path of financial wellness. You'd be surprised how much Sally can assist you in achieving your long-term goals. Here are some hand-picked articles from some of the world's top financial publishers to help inform your week.

Enjoy!

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Office : 610.644.9400

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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