Lisa A. Puttick, CFP

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/18/2026

Dear clients & friends,

If you’d like to discuss investment strategies to help you navigate the 2026 market and economic landscape, let’s connect.

Refer Lisa to a friend or family member:
https://bit.ly/4dgbkUG

Discover forecasts for U.S. stocks, GDP growth, inflation trends and investment strategies for the year ahead.

05/15/2026

Dear clients & friends,

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Refer Lisa to a friend or family member:
https://bit.ly/4ww00uZ

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

05/09/2026

Dear clients & friends,

If you’d like to discuss investment strategies to help you navigate the 2026 market and economic landscape, let’s connect.

Refer Lisa to a friend or family member:
https://bit.ly/49B1RVu

Discover forecasts for U.S. stocks, GDP growth, inflation trends and investment strategies for the year ahead.

05/08/2026

Dear clients & friends,

Let’s connect if you’d like to discuss how to incorporate fixed income into your portfolio in the new year.

Refer Lisa to a friend or family member:
https://bit.ly/42rJI8P

Discover which fixed income opportunities could benefit you in the year ahead.