As the crisp autumn air begins to settle in and the vibrant hues of fall start to color our landscapes, we at Conte Wealth Advisors are delighted to welcome you to the Fall 2024 edition of our CWA Solutions newsletter.

This time of year invites us to reflect on growth and change, much like the season itself. As we transition into the final quarter, it’s the perfect opportunity to revisit your financial goals, review your strategies, and prepare for the road ahead. In this edition, we offer valuable insights and updates to help you navigate these transition to cooler, shorter days.

After a busy summer of community involvement and growth, we’re now gearing up for the upcoming holiday season. As we head into autumn, we’re shifting our focus to seasonal trends, financial strategies, and planning for the months ahead.

This season is all about preparation, and we’re here to help you ensure your financial goals are aligned with the changes ahead.In this edition, we are excited to share with you some of our seasonal favorites as we approach the beauty of Autumn.

As always, thank you for your continued trust and partnership. We wish you a warm and prosperous fall season!

Warm regards,

Conte Wealth Advisors

Spookie Season Melodies Have Arrived

Dive into the season with our Moonlit Melodies’ Playlist produced by our CWA Team! Experience eerie beats and an expertly crafted playlist that will have something for every ghoul and goblin at your Halloween (or spooky) festivities.

Scan the QR code below to get the playlist on your phone!

CWA Participates in United Way’s Day of Caring

In September, the CWA PA team proudly joined United Way Capital Region’s Day of Caring in Harrisburg. This annual event brings together volunteers from across the region to support local nonprofits and community projects.

Our team contributed their time and efforts to making a positive impact, collecting over 4 large boxes of school supplies throughout the Harrisburg, Lebanon, and York locations.

 

Shred Day Success

A huge thank you to everyone who participated in our Shred Day event! Together we filled 1 bin of of electronics and 13 full bins of paper equating 381 lbs. of hard drives and electronic devices and 1.5 tons of paper being recycled. We were able to make a significant environmental impact this year.

By collecting these donations, we were able to save 26 trees, 5 cubic yards of landfill space, 570 gallons of oil, 10,500 gallons of water, 6,000 kw-h of electricity, and reduced air pollution by 90 lbs. Thank you for helping us contribute to a greener, cleaner future.

CWA York Celebrates with Annual Revs Game

CWA York had a fantastic time celebrating at the annual Revs game this August! Hosted by Patrick Barry and Brian Lauer, the evening featured a financial presentation hosted by First Trust titled “Turns in the Road,” the Revs taking on the Ducks, and our team throwing the first pitch. It was a memorable night full of excitement, team spirit, and community engagement.

 

CWA York Expand Its Team

Joining our team in York, PA are Gordon Porter, Angela Dietz, CDFA, and Jennifer Sutton! Gordon has extensive financial experience as a financial advisor and as a previous CPA. Angela (Angie) brings extensive knowledge and specialized support to clients navigating the complexities of divorce. Rounding out our new additions is Jennifer Sutton, who takes on the role of Client Services Specialist, ensuring a seamless and supportive client experience.

We’re excited for the expertise these new team members bring into the fold and the positive impact they will bring to our team and clients.

CWA Advisors Connect at Ignite

CWA Advisors had an incredible experience connecting and learning at Ignite, Cambridge’s premier annual conference held in August 2024 in stunning Colorado! This year’s event brought together industry leaders and professionals to delve into the latest trends, share innovative strategies, and foster valuable connections. From insightful sessions to networking opportunities, we’re eager to apply these new insights and continue delivering outstanding service to our clients.

 

CWA Fall Foodie Favorites

Be the talk of the town with these Autumn goodies recommended by the CWA Team!

Autumnal Cocktails With Advisors & Our Team

Our team has compiled their autumnal holiday cocktails to enjoy throughout the crisp fall season!

Essential Fall Garden Checklist to Prep Your Yard for the Season

Get your garden ready for the fall season with this comprehensive checklist. From cleaning up leaves to preparing your soil, these essential tasks will ensure your garden thrives through autumn and into the next year.

Step-by-Step Guide to Spatchcocking Your Turkey

Discover how to prepare a perfectly cooked turkey with our easy step-by-step guide. Learn how to remove the backbone, flatten your bird, and ensure even cooking for a show-stopping centerpiece.

Reduce Stress and Boost Clarity with Silent Walking

Silent walking is becoming a go-to practice for those looking to boost mental clarity, reduce stress, and reconnect with themselves. This simple yet mindful activity offers a peaceful escape from daily distractions. Take a moment to walk in silence and see how it transforms your day.

Fall into the Groove with Our Autumn Vibes Playlist

Our team has curated the perfect mix of cozy fall tunes to set the mood for the season. Whether you’re enjoying the crisp air or relaxing with a warm drink, these songs will be your ideal soundtrack. Embrace the autumn season with CWA!

Scan the QR code below to get the playlist on your phone!

4 Investment Accounts to Consider for Your Kids

As a minor, your child has limited options when it comes to opening investment accounts. However, as a parent, there are investment accounts you can open on behalf of your child.

Investing for your child while they’re still young can help build an education fund and show them the importance of compound interest.

  • 529 Education Savings Plans
  • Custodial Roth IRA
  • Taxable Brokerage Account
  • Custodial (UTMA/UGMA)
Read Here

Savor the Season with Easy Soup Recipes

Warm up your day with quick and easy soup recipes that are perfect for even the busiest schedules. Whether you’re craving a hearty classic or something with fresh, vibrant flavors, these simple recipes deliver comfort and convenience straight to your table.

Check It Out

Halloween Decor to Last Year After Year

Looking to celebrate Halloween with festive yet family-friendly décor? Get inspired by creative, not-too-scary decorating ideas to transform your home into a fun, welcoming space this season. From playful pumpkins to charming ghostly touches, these tips are perfect for adding Halloween spirit without the fright! Check out the full article for easy-to-implement ideas that are sure to delight kids and adults alike.

  • Hanging Haunted Wreath
  • Faux Pumpkins
  • Ghostly Garland
  • Spooky Framed Art
Read More

Uncover America’s Most Haunted Hotels for a Ghostly Getaway

Looking for a spooky escape this fall? Check out some of the most haunted hotels in America, where ghostly legends and eerie encounters are part of the experience.

Whether you’re a thrill-seeker or simply curious, these destinations offer a stay like no other. Are you brave enough to check in?

Check It Out

Top Mistakes to Avoid When Growing Fall Mums

Ensure your fall garden is full of vibrant mums by steering clear of common pitfalls. Proper care and attention can make all the difference in achieving a stunning autumn display. Avoid these key mistakes to keep your mums thriving:

  • Timing
  • Watering
  • Sunlight
  • Pests
  • Spacing
  • Soil Fertilization
Avoid Mistakes

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Conte Wealth Advisors, any of the above mentioned companies, and Cambridge are not affiliated. All information on clients, staff or Advisors has been provided to us by them and they have consented to sharing this information with us to be shared in our newsletter.