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

Malvern Bank's "Money Matters"

Money Matters: Back to School - for Investors?

August 19, 2022

Hello,

As the plethora of store displays and advertising materials make abundantly clear, it’s back-to-school shopping time. Although many are still happily in the throes of summer vacation, parents of school-age children can’t help but think about the upcoming school year.

But, whether you have school-age children or not, you shouldn’t think that “back to school” doesn’t apply to you too. Whatever stage of life you’re in, the end of August should prompt some self-reflection on the state of your own education, investment-related or otherwise. This could involve learning more about various economic indicators, or it could be identifying and filling in any gaps in your knowledge that could be limiting your ability to take advantage of potential opportunities.

I hope the articles included in this newsletter help you in this process of continual learning.

Whatever your investment/financial education or situation, Malvern Bank is here to help you make the best possible decisions for you and your family while giving you the tools to keep on learning. “Back-to-school” time also is a great time to review your long-term financial strategies. Call Sally Lawson, Malvern’s Senior Investment Officer. She has years of experience helping clients reach their financial goals – and she can help you too. Call her at 610.695.3651 or email her at SLawson@MyMalvernBank.com. If something’s on your mind, don’t hesitate to reach out so we can discuss it. Let’s Start the Conversation!

Have a great last couple of weeks of summer!

Sincerely,

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

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