May 2021

Happy Mother’s Day! Although this is officially May 9th, perhaps we should celebrate Mother’s Day for an entire month. For every mother, grandmother (and friend who has served as a mother), thank you for guiding our children to be the best young adults and grownups they can be. It cannot be emphasized enough how raising good children leads to a good family, leading to a good community, leading to a good Nation. While investing enables financial security and enables our economic dreams to come true, everyone benefits from the sacrifices and caring of a loving mother. And we cannot thank them enough. Happy Mother’s Day, and may you have the opportunity to share it with your mother in person, in prayer, or even just kind thought. We all know mom is watching!


Motherhood by the Numbers

How Well Do You Understand Retirement Plan Rules?

Growing Interest in Socially Responsible Investing

New Changes to College Financial Aid and Education Tax Benefits

Click To Read GWM Newsletter – May 2021