Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile
Keri I. Pugh CFP®, AIF®

@keriipugh

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC sipc.org

ID: 1002751856

linkhttp://www.fusionfingroup.com calendar_today10-12-2012 22:54:20

4,4K Tweet

1,1K Followers

2,2K Following

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

It's #WomensEqualityDay, so what better time to encourage women on #investing! Not long ago (think the 1970s) that male sign-off was required for women to make large purchases. It's easy to see why women may not feel confident about #investments. Let's change the narrative!

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

At Fusion Financial Group, we get you! In our initial meeting, we focus on learning about your current situation and #financial goals, making this one of the most important meetings we’ll have. Only after this do we create a #financialplan and/or #InvestmentStrategy! #wegetyou

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Every now and then, my hair gets a chance to model for Hair by Kate, a local salon and small business. I don’t know what I love more, the treatments or the conversation! #SupportLocal #blondeambition #modellook #hairstyling #sundayvibes #smallbusinesssupportingsmallbusiness

Every now and then, my hair gets a chance to model for Hair by Kate, a local salon and small business.  I don’t know what I love more, the treatments or the conversation!  #SupportLocal #blondeambition #modellook #hairstyling #sundayvibes #smallbusinesssupportingsmallbusiness
Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

History repeats with markets ending August on a high! LPL Financial Research discusses the rally. With #elections approaching, Fusion Financial Group’s preparing for volatility but staying the course. More often than not, post-election #stockmarkets are good, rewarding #investors for patience!

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Falling markets have you stressed and anxious? Fall #StockMarket doldrums can see drops as deep as 8-10%. For markets to keep going up, it is not all bad for them to go down. Meet Fouche, Fusion Financial Group’s emotional support stuffie, here to ease nerves and calm fears! #keepcalm

Falling markets have you stressed and anxious? Fall #StockMarket doldrums can see drops as deep as 8-10%. For markets to keep going up, it is not all bad for them to go down.  Meet Fouche, <a href="/FusionFG_CO/">Fusion Financial Group</a>’s  emotional support stuffie, here to ease nerves and calm fears!  #keepcalm
Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Helping people transition into #retirement an exciting part of being a #FinancialAdvisor! Navigation can take time, but it is amazing to see hobbies become small businesses or volunteering become a second career! #RetirementLiving #CFPPro #retirementplanning #CFP #Retirement

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

I am so grateful to have worked at the #worldtradecenter! It was a place like none other. #September11 is still a gut-punch to me. I will forever remember this day, that place, and the pride I felt being an #American, as we dried our collective tears and rebuilt. #GodBlessTheUSA

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

While I look forward to Fall, I'm reminiscing over Fusion Financial Group's #summerfun. It's a #teameffort to ensure everyone can spend summer with family and friends. Time away means a happy, rejuvenated team member, ready to bring renewed energy and effort to our thriving practice!

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

"It's not like it matters anyway" ...actually, your vote does matter! It's #NationalVoterRegistrationDay, your chance to ensure that you have a chance to be heard, no matter the outcome. It is our civic duty to vote, so be sure you are registered! #useyourvoice #RegisterToVote

"It's not like it matters anyway" ...actually, your vote does matter!  It's #NationalVoterRegistrationDay, your chance to ensure that you have a chance to be heard, no matter the outcome.  It is our civic duty to vote, so be sure you are registered!  #useyourvoice #RegisterToVote
Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Happy first day of Fall, my favorite season! 🍁 I love the changing leaves, cozying up by a fire with a book, and the crispness in the air. What about you? #fallvibes #changeofseasons #FallFavorites

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Reaching your #financialgoals starts with a vision. Your vision! Feelings and values around #money are entirely individual and personal. Fusion Financial Group can support you with a customized #financialplan, in alignment with your goals! #FinancialPlanning #CFPPro #femmefinancie

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Blue Vault's #AltsSummit has content on alternative #investments and speakers like Ryan Detrick, CMT Erin Botsford MichaelKitces ! Especially exciting is my panel on #alts and #femaleinvestors, a first for the Summit. Click for early bird pricing! summit.bluevaultpartners.com

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

My shoulder and bicep pain kept me from #golfing for years. While I was never skilled enough to make the PGA TOUR , I enjoyed #golf. Four months post-surgery and endless PT have seen me to my #goal of golfing again. Witness, my first swing! ⛳️ #reachinggoals #gettingbacktome

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Did you know that #alternativeinvestments can mitigate risk in an #InvestmentPortfolio? Alts consist of a variety of offerings. Once we know which to use, we can decide "how much" of an airbag is needed in an #investment strategy! #MoneyManagement #CFP #MoneyMatters #femmefinance

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

All the way from Ohio, Gramma Nae attended her first ChatfieldFootball game, cheering on her favorite Charger player, as we put a win on Denver East! It's hard to tell who is the bigger fan of who! #grandmalove #chattypride #footballlife #grandmasrock #GoChargers

All the way from Ohio, Gramma Nae attended her first <a href="/Chatfieldftball/">ChatfieldFootball</a> game, cheering on her favorite Charger player, as we put a win on Denver East!  It's hard to tell who is the bigger fan of who!  #grandmalove #chattypride #footballlife #grandmasrock #GoChargers
Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

The S&P 500's current #bullmarket just turned 2-years old, returning nearly 63%! While it is sure to encounter volatility from lurking bears, history has shown that 12 of the last 16 bull markets rang in their 3rd birthdays with gains! #BullMarket2024 #happybirthdaybull

The S&amp;P 500's current #bullmarket just turned 2-years old, returning nearly 63%!  While it is sure to encounter volatility from lurking bears, history has shown that 12 of the last 16 bull markets rang in their 3rd birthdays with gains!  #BullMarket2024 #happybirthdaybull
Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

If you missed it, it’s #MedicareOpenEnrollment! 📢 Key benefits of enrolling now are making changes to coverage, low to no premiums, and avoiding late penalties. There are many tools, including Fusion Financial Group’s networked #medicare experts. Hurry, the window closes December 7th!

Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

Our second #dineanddash event had us hosting #clients at Maggiano's Little Italy's, where our most requested dish was fettuccine alfredo! We were thrilled to have key #moneymanagement partners State Street and Russell Investments. One more to go! #clientappreciation #teamfusion #weloveourclients

Our second #dineanddash event had us hosting #clients at <a href="/Maggianos/">Maggiano's Little Italy</a>'s, where our most requested dish was fettuccine alfredo!  We were thrilled to have key #moneymanagement partners <a href="/StateStreet/">State Street</a> and <a href="/Russell_Invest/">Russell Investments</a>. One more to go! #clientappreciation #teamfusion #weloveourclients
Keri I. Pugh CFP®, AIF® (@keriipugh) 's Twitter Profile Photo

And, that's a wrap on Fusion Financial Group's trio of #dineanddash events! With money manager PIMCO joining us, we caught up with #clients in Northern Colorado, before sending them home with dinner. This group were crazy for Parry’s Pizzeria & Taphouse pizza! 🍕 #clientappreciation #pizzatime

And, that's a wrap on <a href="/FusionFG_CO/">Fusion Financial Group</a>'s trio of #dineanddash events!  With money manager <a href="/PIMCO/">PIMCO</a> joining us, we caught up with #clients in Northern Colorado, before sending them home with dinner.  This group were crazy for <a href="/Parryspizza_co/">Parry’s Pizzeria & Taphouse</a> pizza!  🍕 #clientappreciation #pizzatime