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Client Newsletter February 2019

Hello Again! 

We hope all is well with you and your family and you have been safe in your comings and goings. 

Reading is something we do all the time.  Not only do we read about the financial markets and financial planning, but we read to broaden our knowledge about different subjects, areas, and for some fun.   Below is a list of books and articles that we found enjoyable and thought you would as well. 

Clayton Christensen on Innovation – 
“Where does lasting prosperity come from?  The answer: Market-Creating Innovations.”

Moving Forward on Your Own: A Financial Guidebook for Widows
Losing someone is always hard and losing a husband after years of marriage can be devastating.  Kathleen Rehl is a widow and former financial advisor, she wrote this book to help widows during their toughest times.  

Twins get some ‘mystifying’ results when they put 5 DNA ancestry kits to the test
A set of twins submit their DNA to AncestryDNA, MyHeritage, 23andMe, FamilyTreeDNA, and Living DNA.   The results came back different than they expected.  

The Ringer’s Favorite Sports Moments of 2018
Sports are full of great moments.  The Ringer complied a list of 45 of their favorite moments from 2018.  

Was there anything you read that you enjoyed, we would love to read it too so please share. 


Garrett G. Smith
Financial Advisor

Paul M. Norman
Financial Advisor