Malvern Bank's "Money Matters"

Money Matters: You're the pilot. Get your goals off the ground and fly.

October 7, 2022

Hello,

October marks the start of a fresh quarter — the last one of the year. Knowing you only have 3 months left in 2022, what are you feeling pressed to accomplish?

Entrepreneur Michael Altshuler captured the familiar 4th-quarter feeling this way: “The bad news is time flies. The good news is you're the pilot.”

Let’s get your goals off the ground and fly.

Now is a great time to connect if you’re in need of a strategy session heading into the year’s final stretch or if you have any questions about what’s on the horizon for 2023. Where could you use additional information, encouragement, or support? Malvern Bank can assist. Now would be a great time to talk with Sally Lawson, our Senior Investment Officer. She can help ensure that your financial strategy for 2023 and beyond makes the most sense for your current goals and objectives. Contact Sally at SLawson@MyMalvernBank.com or 610.695.3651.

Check out Forbes’ 2022 year-end checklist below for ideas and a list of investing do’s and don’ts. I’ve included some additional articles as well with important news from the financial world this week. Let me know what you think.

Sincerely,

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

Malvern Bank Investments

Return to Money Matters


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