Mondays are ALL.BIZ

Be your INVEST self.

What is a commodity SuperCycle? Are we in one? Should I care?

A Teaser for A Tuesday

Putting the FUN in Finance

What are indices? They are kind of like a cookbook. Kind of… + some marital bickering 😂 

WED | Wealth Esteem Day

Check out our tips on Savings Bolts ⚡️

A great way to save for the unpredictable without even knowing you are saving!

YOU CAN | wealth ✨ happiness

We have 2 upcoming webinars that will walk you through the exact Wealth Esteem journey. You can take the tools & DIY them for a little Wealth Esteem BOOST! Sign up👇

April 26th @ 4pm MT

May 10th @ 5:30pm MT

Heart to Heart 🫶

Does your #wealthesteem feel more like pine needles? Never fear ☀️ …

About Wealth Esteem

Life + Money + Invest

We offer a 3 part financial planning journey that starts with your life vision, then moves to the dollars & cents of it all, and ends with a purposeful investment strategy.

Low minimum. Low Fees.

We offer PURPOSEFUL active investment management built on a foundation of 20 years of advising institutions & financial professionals.

Don’t forget to LIKE us, we sure do LIKE you. And FOLLOW along.

Here’s to your wealth!
Dana

important disclosures

Advisory services are offered through Grinnell Capital, LLC, a Utah Investment Advisor. This information is a general publication that reflects our opinion and is not a specific recommendation to any one individual. You must consult your own broker or investment adviser for investment advice.

This newsletter is provided for informational purposes only. The information contained herein should not be construed as the provision of personalized advice and is subject to change without notice. This material should not be considered as a solicitation to buy or sell any asset or engage in a particular investment strategy. Investing in securities involves the risk of loss, including loss of principal invested, and may not be suitable for all investors. Past performance is no guarantee of future results. This newsletter contains certain forward-looking statements which indicate future possibilities. Actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that any views and opinions expressed in this newsletter will come to pass. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice. Additionally, this newsletter contains information derived from third-party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein and take no responsibility, therefore. This newsletter is provided with the understanding that Grinnell Capital, LLC is not engaged in rendering legal, accounting or tax services and we recommend that client seek out the services of professionals in these aforementioned areas.