Athena Newsletter Publications

Q3 Issue 2021

We’ve been seeing more and more action from scammers as they try to get us to give away our information, our money, and our security. Over time, they’ve refined their messages to match what is most likely to work. The key to making otherwise rational, smart people fall for scammers is to get us to the zone where we aren’t thinking rationally. Anyone, no matter how well-informed or even-keeled, can get to the point of “fight or flight” where adrenaline and panic prevent us from using our reasoning skills.  
[Read Q3 Issue]
 

Q2 Issue 2021

It’s been a little over a year since the world got quarter's issue: turned upside down, changing lives as well as the business environment. Fortunately, the pandemic did little to impede our ability to be there for our clients when they need us most. Athena Wealth Strategies already had several virtual tools available to us but during the past year we’ve built out our ability to serve clients from afar, adding a deeper level of service that will last beyond the current crisis.  [Read Q2 Issue] 


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Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274 

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