Exciting Changes at Shadowridge

We’ve been hard at work with improvements to our firm…

Ryan is working toward earning another certification in addition to his ChFC® (Chartered Financial Consultant®).  The certification he is working toward is called Chartered Market Technician® (CMT) and requires that he pass 3 exams to earn this credential. In December, he completed level 1 and is working toward completing the next 2 levels.

The CMT curriculum aligns well with Ryan’s existing technical approach in analyzing the markets.  As the CMT website explains: “Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand.”  Definitely, in Ryan’s wheelhouse/something Ryan can get excited about.

Laura gave the first of four classes in a series of women’s workshops at McLennan Community College.  The series is called Financial Freedom for Females.  With this workshop series, she is aiming to help the attendees clarify their money story, identify ways to build their income and solidify their bridge to retirement.  The classes will run January – April.

She will soon be creating a men’s financial workshop and presenting it on this campus as well.  The men’s series will run February – May.  If you have any suggestions for things that you would be interested in learning about finance, please let us know!

Our website got a makeover.  It’s been a work in progress for a year, and we are thrilled with the result.  Click HERE to check it out! In addition to the aesthetics, we have linked an online scheduler through Schedule Once to the website.  Now you can schedule meetings with us anytime, through our website, and receive reminders via email. Let us know your thoughts!

Finally, the Shadowridge team is growing!  We will share more details in next month’s newsletter.  Stay tuned… and we hope you also stay warm!!