George Moore, Financial Advisor - Ashford Advisors

08/14/2026

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

08/14/2026

Your clients may qualify for more coverage without going through underwriting.
A one-time conversion can increase permanent protection by up to 10% or $100,000 using their existing
Guardian term policy.
Don’t miss the opportunity. Let’s talk.
https://guardianpublic.hartehanks.com/AssetDisplay?acc=11GI&itemCode=PUB8698

08/10/2026

08/03/2026

Read the Park Avenue Securities August Monthly Market Commentary for our latest market analysis. Highlight: The mid-year rally in stocks has been driven by positive trade policy developments, better than expected corporate earnings, and continued strength in the labor market. https://www.parkavenuesecurities.com/monthly-market-commentary-august-2025

07/26/2026

Individual disability insurance has many advantages, including portability and tax-free benefits. Purchasing this coverage during your medical residency can help ensure your income and future earnings are protected from the start. Contact me today to learn more.

07/25/2026

As a medical resident or fellow, you’ve invested in a career that will provide you with the income to achieve your financial goals. But have you taken steps to protect that income? Learn more: https://bit.ly/3Va0UgB