Broker Check

June 2025 Newsletter

Waterstone May 2025 Newsletter: Summer!

Uniquely Waterstone for our unique Waterstone clients 

In this Issue: 

  • Speedometers remain unchanged at neutral – relax!
  • Focus on SUMMER!
  • Keep on rollin’ when help is needed
  • Healthcare proxy for graduates
  • Prepping emerging young adults
  • NYTimes reading suggestions

CNR’s speedometers are unchanged from May.  Clark Capital’s Gauges hold steady.

Strategists tweak positions but retain portfolio asset balances.  They all watch the news, the data.  They navigate on our behalf. 

Keep on Rollin’ throughout the Summer!!

Pittsford Ambulance offers temporary use of wheelchairs, walkers, knee rollers.

Save energy as you and/or family and friends charge into summer activity. Visit Pittsford Volunteer Ambulance, 40 Tobey Rd, Pittsford (Jefferson and Clover) to borrow/rent (via donation!) a needed ambulatory device for up to 6 weeks or so for a broken foot, elder travel, etc. 

Details of Life Launch:   Young Adults (age 18 and beyond) need a designated health care proxy to keep parents in the information loop during a health crisis.  Access a free form via https://www.health.ny.gov/publications/1430.pdfand make sure it’s complete and easy to access for all concerned.

Summer Reads to prepare for life ahead – Dr Greta Oliver, author of Roadmap Series.

Dr. Greta Thomas Oliver is a professional coach specializing in student development and is devoted to helping students successfully transition from high school to higher education. Roths met Greta several times in Mexico.  Kathy is one of Greta’s beta-testers, copy readers with her shared interest in life preparation and transitions.

  • College Bound: The Preparation Roadmap for Middle School Students and Their Families 2025
  • College Roadmap: Essential Tips for First-Time College Students and Their Families 2021
  • Career Roadmap: Setting Yourself Up to Reach Your Career Aspirations 2023
  • Leadership Roadmap: Discover Your Power to Influence the World 2024

All books are available on Amazon.com

Summer Reading!  The New York Times curated reading lists for summer.  Call, email or text us for these selections:   31 fiction and 21 nonfiction reading suggestions. 

The New Yorker, May 25, 2025

It’s summer!  Be in the moment!  Go outside and play!

Note: Kathy will be back in the office June 16th to July 18th. Josh is local, accessible and always appreciated.

Thanks if you've read to the end. You're our kind of people.
Reach out to us with your questions, comments, needs. 

 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Waterstone Financial Services is not affiliated with Osaic Wealth, Inc..

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