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Bookends Financial Planning July 2nd Update

July 2, 2020

Dear Clients, 

Happy Independence Day! As we turn the corner into the back half of 2020, we hope you will join us in spending quality time with family and friends, enjoying the present, reflecting on the past, and resetting for the future. We continue to be grateful for our financial planning community and look forward to seeing you in the coming months, hoping that the only fireworks are the ones in the sky!Sarah’s Book Club – Chapter 7: Grilling for the 4th of JulySarah Boston shares a Chef JJ favorite in her latest video, meatloaf! Easy to prepare ahead of time and grill up during the party, a tasty meatloaf can stand on its own or be made into a delicious sandwich. Click here!

Raymond James Investment Strategy Quarterly
Click here for the latest commentary from the Raymond James Investment Policy Committee.

Office Update
The Bookends staff continues to be healthy and fully operational! We have enjoyed seeing clients back in the conference room or via video. We are scheduling annual reviews through November so please respond to Tina Barrow or contact us to schedule!

Introducing Harvey!
Operations Manager Mindy Christian just got a new adorable puppy and we thought you’d love to meet him. At 8 weeks old, Harvey is a Brittany from Oklahoma. He joins the other Brittanies, Moose (15 years), Reese (5 years), and Walt (3 years). Mindy’s husband Chris trains their dogs to hunt quail and pheasant. Harvey is known as a Roan Brittany because his brown ticking is rare and hard to find; they have been searching for a Roan Brittany for 15 years! Harvey has the sweetest disposition and is already very happy at his new home.

The Bookends Team

 Financial Advisers
Mike Wetzel, Financial Adviser, Principal:
Sarah Boston, Financial Planner, Investment Consultant:
Chandy Wilcoxon, Financial Adviser:

Mindy Christian, Operations Manager:
Bridgett Mueller, Operations Assistant:
Tina Barrow, Client Services:
Heidi Hargis, Chief Compliance Officer:
Gene Trueblood, Chartered Financial Analyst

 7320 US 31 SIndianapolis, IN
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