Principled Thoughts

A Time for Reflection and Gratitude- Happy Thanksgiving!


The Thanksgiving holiday is a time for reflection and an opportunity to acknowledge the many blessings for which we can be grateful.

A time for reflection… 

2018 has been a year of tremendous growth and advancement at Financial Principles.  As we celebrated our 20th anniversary serving you and your families, rather than stop to celebrate we took steps to improve our technology, expand our service offerings, improve our fiduciary standards, and become more cost efficient so that we could pass these benefits on to you.  We are extremely excited about our strategic partnership with HighTower Advisors and Charles Schwab, as well as our expansion of our professional team.  All of these changes collectively were made with a focus on better serving you and your family into the next generation.  These changes were not without the occasional hiccup.  We are so very grateful for the patience, loyalty, trust, and confidence that have been placed in us, and our team, by you over the last 20 years.

An opportunity to acknowledge our many blessings…

At Financial Principles we are deeply grateful for the trust and confidence that you place in us.  As a token of our appreciation, we have made a contribution on your behalf to Feeding America.  Feeding America is America’s largest domestic hunger relief organization with 200 food banks and 60,000 food pantries across the country.  Through their efforts, Feeding America has served 1 in 7 Americans and in 2016 alone provided over 4 billion meals to those in need.

We wish you all of the best for a relaxing and fulfilling Thanksgiving holiday.

With gratitude and well wishes,

The Financial Principles Team

In observance of Thanksgiving, our office will be closed on Thursday 11/22 and Friday 11/23.  Please have a safe and enjoyable holiday season.


Financial Principles, LLC is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.