The Advisor June Edition: Summer Fun, Celebrating Dad and All Things Homeownership

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June may be a shorter month, but it sure is packed full of things to celebrate! We’re talking Pride, Father’s Day AND the official arrival of summer. ☀️😎

Since today is National Say Something Nice Day, why not send your out-of-town pals some tropical Florida vibes? (If you can’t be on vacation, having a postcard on your fridge is the next best thing!)

Iced tea and beach picnics are great and all, but did you know it’s also National Homeownership Month? 🏡 If you’re looking to start your homeownership journey, we’ve got a TON of resources on the topic, including a guide to the entire process of buying a house. Click here to read it, or explore the rest of our financial resources!

P.S. Why not celebrate World Social Media Day on the 30th by checking out our Instagram or TikTok? #casualselfpromo 👀

Mark Your Calendar

Tuesday, June 14th
at 6 p.m.

Rethinking Diversification

Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

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Now through August 31

Win Up to $500 When Opening a Youth Savings Account

It’s never too early to start teaching your child how to save their money. When you open a Youth Savings Account, your child can win between $10 and $500!

Learn More

Blockchain Basics: Cryptocurrencies & NFTs

In this episode of Making it Count, Cristina and Will welcome Lou Grilli from PSCU to explain how the blockchain works, the different kinds of cryptocurrencies, the dos and don'ts of investing and more!

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4 Types of Blockchain Technologies & Their Uses

Blockchain technology might sound complicated (and it is complicated, mathematically speaking) but it’s not that difficult to understand once you know the basics.