Having trouble viewing images? View email in browser.

 

FINANCIALLY FOCUSED

April 2025 Newsletter

Building a nimble strategy


No matter how squared away you think your financial strategy is, it’s probably not a bad idea to have backup you can pivot to if circumstances require it.


A Kiplinger article, You Need a Retirement Contingency Plan: Five Steps to Get It Done, has some excellent insights about how you may be able to prepare your assets for future economic uncertainty and personal change.

 

Read More

Bananas are Radioactive

 

Bananas contain the natural isotope potassium-40, making them slightly radioactive. The human body contains roughly 16mg of potassium-40 making you 280 times more radioactive than a banana. Not to worry, any excess potassium leaves your system within a few hours!1

Yes, you need an estate plan

 

Whether you’re a millionaire or the sum of your assets is decidedly non-millionaire-like, the fact is you likely need an estate plan — because almost everyone needs an estate plan! A Kiplinger article, Ten Common Estate Planning Mistakes, has some excellent insights.

 

Read More

Apple-Maple Glazed Ham

 

This delicious recipe is the perfect refresh for your Easter Ham! With flavors of apple, maple, and more this recipe will not disappoint. 

 

Get Cooking!

 

Our Founder

Roger Tennyson

895 Dove St Suite 300
Newport Beach, CA 92660
Ph: (714) 397-2906
Ph: (843) 422-7532


Email:roger@twealthinv.com
Webwww.twealthinv.com

1 https://www.sciencefocus.com/science/fun-facts

 

The individual sending this communication offers securities and investment advisory services through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Tennyson Insurance Solutions. Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Tennyson Wealth Management and Tennyson Insurance Solutions are not affiliated with or endorsed by the Social Security Administration or any government agency. This Email is being sent by or on behalf of a dually Registered Representative and Investment Advisor Representative. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. The presence of this email shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Please be advised that you may conduct securities transactions only by speaking directly with your Registered Representative and/or Investment Advisor Representative. To help protect your privacy, we strongly recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review. 

This email was sent to [{RECIPIENT}]. Rather not receive it anymore? Unsubscribe
[{DISCLOSURE}]