Malvern Bank's "Money Matters"

Money Matters: Is everything "Ducky" with your financial strategy?

June 11, 2022

Hello,

One of the more special parts of early summer is catching a glimpse of a mother duck and her ducklings swimming across a lake or river. That’s why the Wall St. Journal article below caught my eye.

But as I read it, it occurred to me that the physics behind duck swimming also applies to our work together on your financial strategy. We have set short, mid, and long-term goals, and like the ducks, we’re facing challenges – not the breadth of the lake or river, but market volatility and inflation.

To get where we want to go, we should continue to work together, capitalizing on our strengths and momentum. When times get tough, the best plan of action is to keep focused on goals and not make snap decisions to branch off. We will get to the other side together.

Sally Lawson, Malvern Bank’s Senior Vice President for Investments and Insurance, is a great resource. She can assist you in reviewing your overall financial goals to make sure your investments and insurance choices are helping you to achieve your goals. You can reach Sally at 610.695.3651 or SLawson@MyMalvernBank.com.

Enjoy the articles. I’d love to know what you think. Get in touch if there’s anything you would like to discuss. Start the conversation!

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Beyond Your Expectations ™
Office : 610.644.9400

Money Matters

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