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FINANCIALLY FOCUSED

April 2022 Newsletter
 

 

Looking out the window this morning while I type this, I can only hope these April rain/snow showers bring us May flowers!

We ended the first quarter of 2022 with a nice anticipated bounce off our Jan/Feb lows in US equities. Be on the lookout for a “Market Update” to your email from myself and our portfolio managers within the next couple weeks.

Please remember to have your 2021 IRA contributions in no later than April 14th if possible. This will give us ample time to process them and get them into your account.

Swenson Wealth Management would like to welcome Jenn Johnson to the team! In the short time she’s been with us, she’s proven to be a great addition! Jenn is from Sioux Falls. She is married to Jesse and together they have 3 kids, Ashlen, Ayleah and Trey. In her free time, she enjoys watching her kids sports and being outside.


Travis, Mark, Brady, Makayla and Jenn
 

 

Talk Money Before You Walk Down the Aisle

This month, we discuss what you need to know about money and marriage — specifically, what you need to know about paying for a wedding and what financial strategies you should consider implementing in the days after the ceremony.


Read More
 

 
April's Honorary Flowers¹

Two flowers signify the month of April: the daisy and the sweet pea. The daisy symbolizes innocence, loyal love, and purity; but it also means "I'll never tell!" The oldest daisy on record is the Bellis perennis, known as Daeges eage (or Day's eye) in the Middle Ages because its petals close at night to cover the yellow center.

The sweet pea signifies blissful pleasure, and are used to say goodbye. Sweet Pea's may be a pretty flower, but they are also one of the oldest food crops on our planet, domesticated by humans about 11,000 years ago.
 

 

Going Public: How Are Direct Listings Different

An initial public offering (IPO) is the first public sale of stock shares by a private company. IPOs are important to the financial markets because they help fuel the growth of innovative young companies and add new stocks to the pool of potential investment opportunities.


Read More

 
 

 

Mixed Berry French Toast Bake

This Mixed Berry French Toast Bake is perfect for a special breakfast or brunch! It's a total crowd pleaser and can even be made ahead of time for busy mornings!

Get Baking!
 

We’re thrilled to appear in these National Publications
Please click the icons to view our article.
 

 

Let's Get Social

Get to know us better! Our Facebook page is a great way to get the latest company news and information, learn about upcoming events, and stay informed on everything happening in the world of retirement.

Like our page, join the conversation, and share your favorite content with us today!

Click HERE to view our page.
 

PLEASE KEEP US IN THE LOOP

Have you recently switched phone service or internet providers? There have been many times we've tried to contact clients only to find our info is outdated. Please let us know when you:
  • Change or add emails
  • Eliminate your landline
  • Add or change cell phone numbers

You can simply email us with this info to:

MakaylaBoer@swensonag.com

Or call us at 605-274-8707

Also, consider adding us to your email address book. It will ensure you receive our correspondence.
 
¹https://www.liveabout.com/april-fun-facts-3456079

Investment advisory services offered through Alternative Investment Advisors, LLC, an SEC Registered Investment Advisor. Alternative Investment Advisors, LLC and its advisors do not render tax, legal or accounting advice. Fixed insurance products and services are offered through Swenson Wealth Management.

Swenson Wealth Management and their individually licensed and appointed insurance agents, and Alternative Investment Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
 

© Swenson Wealth Management
5002 S. Broadband Lane
Ste 110
Sioux Falls, SD 57108
T: (605) 274-8707
Travisk@swensonag.com
Markkontz@swensonag.com
 

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