Civic Financial

Merry Christmas and A Happy New Year from my team to you!

Many thanks to @DedhamSavings and @CivicFinancial for being generous sponsors of this year's Annual Celebration! The party is October 19th... don't miss it: friendsofthebluehills.org/celebrate2023

A successful team picture day at the Boston Public Garden yesterday! Dan Monaghan exceeded the height limit but always does whatever it takes to get the job done! #civicmindset #behindthescenes

Read this week's #marketcommentary from @NM_Financial Chief Investment Officer, Brent Schutte: Investors Reconsider the Likelihood of a Soft Landing. northwesternmutual.com/life-and-money…

Shout out to Pat Donoghue for hosting the team for a summer pool party yesterday. The highlight was Grant Parisi’s dog, Zinnia, learning how to swim! #growthmindset

Read this week's #marketcommentary from @NM_Financial Chief Investment Officer, Brent Schutte: Wages Are the Fed’s Final Obstacle. bit.ly/3QIMqlB

Great event with friends, family and clients at @TanglewoodMA listening to the @BostonSymphony and Renée Fleming!

Only 34% of business owners with significant assets have a fully developed succession plan. Civic Financial is here to help identify long term goals for the future of your business. youtube.com/watch?v=aTnNkM…

Congratulations to Scott DeSantis for earning @Forbes Best-In-State Top Next-Gen Wealth Advisors Award! 👏 forbes.com/lists/best-in-…

Read this week's #marketcommentary from @NM_Financial Chief Investment Officer, Brent Schutte: Signs of Easing Strength in the Job Market May Not Be Enough for the Fed bit.ly/3rXhLXj

Great spending time with the team last night at Citrus & Salt!

Congratulations to Grant Parisi for being recognized at Annual Meeting for placing in the Top 20 of @NM_Financial Advisors!

Read this week's #marketcommentary from @NM_Financial Chief Investment Officer, Brent Schutte: Inflation Continues to Fall Against the Backdrop of a Resilient Economy (bit.ly/44Pjr3E)

"I couldn’t have asked for a better team to intern with this past summer. Not only was Civic the perfect place to learn a holistic approach to #financialplanning & #wealthmanagement, but also a great introduction to the professional world." -Abe Dekin, Financial Planning Intern

Congratulations to Connor Hall & Scott DeSantis for earning the 2023 @Forbes Top Financial Security Professionals Award! 👏 Many thanks to our hardworking @CivicFinancial team and amazing clients!

Head to our LinkedIn page to read our Q2 Newsletter, in which we welcome five new team members! We're also sharing highlights from recent community events and sponsorships, a market summary, and our continued education efforts to best serve our clients (linkedin.com/company/civicf…)

Read this week's #marketcommentary from @NM_Financial Chief Investment Officer, Brent Schutte: Markets Move Higher, but Economic Concerns Remain (northwesternmutual.com/life-and-money…)

Hot off the press! Civic Financial's 2023 Annual Report Trivia & Investable Trends booklet is now available. Head to our LinkedIn page to read this year's edition (linkedin.com/company/civicf…).

Successful legacy planning requires experience and holistic thinking. The @CivicFinancial team is here to provide you with #financialplanning and tax advantaged investment strategies. youtube.com/watch?v=XgGDvl…

Read this week's #marketcommentary from @NM_Financial Chief Investment Officer, Brent Schutte: Better Than Expected Inflation Data Sends Markets Higher lnkd.in/eZcAJTW6