With the arrival of Fall comes the social permission to start eating and drinking all things pumpkin spice. Pumpkin spice recipes started appearing in America in the 1700s when ginger and allspice made their way to our shores by way of Asia and then as part of the crops produced in the Caribbean. I make the spice blend at the beginning of the season to have on hand for any recipe that calls for the taste of Fall. Below I will give you my recipe for pumpkin spice bread/muffins.
I hope you enjoy and feel free to share your pictures of all things pumpkin spice with us. We love to see all of you enjoying the season!
“In life, as in football you won’t go far unless you know where the goalposts are.”
-Arnold H. Glasow
This week Carolyn Muller and Linette Dobbins celebrate birthdays. Carolyn took a well-deserved weeks’ vacation and visited her sister in Dallas, Texas. It has been a long time since the two were together due to restricted travel. Carolyn has been a member of the McGee/Mercer team since she joined March 23, 1993. She reminded me that three days later we had an earthquake. Many of you have a special relationship with Carolyn who has been serving clients needs for so many years.
In 1988, very early in her career, Linette Dobbins joined Judith McGee's financial planning business in Spokane, Washington. Throughout her years of service, she has been the driving force in the development of systems and practices always looking to enhance the client experience. She currently serves as Director for Mercer Advisors Portland SW office.
OSU Beavers Football Makes History
I started my career in financial planning in Corvallis, Oregon and loved being an OSU Beaver fan. So, when the Beavers played USC on Saturday, the game was historic winning its first Pac-12 opener since 2013. The OSU win was 45-27 against the Trojans at Los Angeles Memorial Coliseum. The first time since 1960 when Dwight Eisenhower was President!
Photo credit: Marcio Jose Sanchez - The Oregonian
In the fall spirit, a Witch’s Castle hike
Fall has arrived and there’s a chill to the air as daylight fades. To get you in the fall spirit, just a stone’s throw from Portland, there’s a mysterious woodland trail that leads to one of the most intriguing places in the state. It is known as the Witch’s Castle. Double, double toil and trouble…it’s a hauntingly fun hike, the Wildwood Trail and Lower Macleary Trail Loop. Find trail guides & maps for hiking at www.Alltrails.com.
Judith McGee, L.H.D., CFP®, ChFC®
Executive Vice President and Senior Lead Advisor
There's plenty of important economic data available the last week of September. Orders for durable goods slipped in July but are expected to rebound in August. The third and final estimate of second-quarter gross domestic product is also out this week. The economy expanded at an annualized rate of 6.6%, according to the second estimate.
Source: Broadridge Investor Communication Solutions, Inc.
Please Note: McGee Wealth Management is a tradename. All services are provided by McGee Wealth Management investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including McGee Wealth Management.
Mercer Advisors Inc. and/or Mercer Global Advisors Inc. WILL NOT ACCEPT time-sensitive transactional directives via email. This includes, but is not limited to a directive to buy or sell securities, instruction regarding account allocation or any other manner of change notice affecting a client account. For your protection, please do not include your social security number, account number, or any other personal or financial information in the content of the email.
Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Mercer Global Advisors Inc., which owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. LSF is not affiliated with McGee Wealth Management or Mercer Global Advisors.
CONFIDENTIALITY NOTICE: This email and any attachments are strictly confidential and may be protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this email or any attachment is STRICTLY PROHIBITED. If you have received this email in error, please notify us immediately by returning it to the sender and delete this copy from your system. Thank you for your cooperation.
Investment products are: Not deposits. Not FDIC or NCUA Insured. Not guaranteed by the ﬁnancial institution. Subject to risk. May Lose Value.The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a proﬁt or loss regardless of strategy selected. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. The NASDAQ composite is an unmanaged index of securities traded on the NASDAQ system. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance does not guarantee future results. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Asset allocation and diversiﬁcation do not ensure a proﬁt or guarantee against loss.
Certiﬁed Financial Planner Board of Standards Inc. owns the certiﬁcation marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with ﬂame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certiﬁcation requirements.
The ChFC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represent approximately 8% of the total market capitalization of the Russell 3000 Index.
The Global Dow is an equal-weighted stock index. It is composed of the stocks of 150 top companies from around the world as selected by Dow Jones editors and based on the companies' long history of success and popularity among investors.
Sector investments are companies engaged in business related to a speciﬁc sector. They are subject to ﬁerce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversiﬁcation. The companies engaged in the communications and technology industries are subject to ﬁerce competition and their products and services may be subject to rapid obsolescence. Investing in the energy sector involves special risks, including the potential adverse effects of state and federal regulation and may not be suitable for all investors.
There is no guarantee that ESG (Environmental, Social, Governance) investment products or strategies will produce returns similar to traditional investments. ESG investment criteria exclude certain securities/products for non-financial reasons, and therefore investors may forego some market opportunities available to those who do not use such criteria.