TruMix Advisors

It's back-to-school season! 🍎 For many parents and students, the cost of higher education might be looming. But we are here to help you save up! Here are just a few options to consider: 🍏 An Education Savings Account or ESA 🍏 Custodial Accounts Under UGMA and UTMA 🍏 A 529 College Savings Plan TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Ready to transform your money? ✋ We are here to work for you! Hello@trumixadvisors.com TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Let's find purpose for your money. We’re a team of compassionate listeners, problem solvers, and creative thinkers. Together we transform your money and your life! TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Retirement is an exciting time! So many doors open up as you transition into this new chapter. So what door will you choose? How do you hope to spend your time on this new adventure? TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

We are retirement pros! 💪 There are so many big decisions you need to make when entering retirement. These decisions are important and you may only get one chance to make the right choice. We love guiding retirees through the process, ensuring they are financially confident as they enter this new phase of life. TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Looking for tools to simplify your financial planning? Our website offers a variety of calculators to help you budget, plan for retirement, and more. With almost 40 calculators available discover how they can assist you on your financial journey 💸 TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

When not at TruMix or studying for her degree at Carlson School of Management, Sierra loves all things outdoors! We love having Sierra's energetic spirit as part of our team! TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

After a rough day on Wall Street, Kare11 turned to our very own Grant to discuss its impact on the economy. After seeing him on the news a client reached out: “We didn’t know you are also a TV star – It was so much fun to see you and hear your voice on TV. We’re behind you.” And while he may not fashion himself a TV star just yet, we are proud of Grant's contributions and insights in this ever-changing market! TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Just because our work is serious doesn't mean we have to be! At least not all the time 😜 Looking for an advisor who you can have fun with? You're looking at 'em! 👇 Hello@trumixadvisors.com TruMix Advisors (“TruMix”) is a registered investment advisor with the SEC, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Investing includes risks, including loss of principal. No returns are promised. Past performance does not predict future results.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates #InterestRates #StockMarket #FederalReserve https://lnkd.in/gVVfSMNA