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November 2025: Your Money Matters

November 12, 2025

This month’s Your Money Matters newsletter contains helpful information on the benefits of impact investing versus philanthropy, the fundamentals of stocks, and assessing credit skills. We have included a resource on key times to check in with a financial professional. If you have questions, don't hesitate to reach out to us for answers.

Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.