March Newsletter

Check out Granite’s new website

We are continually looking for ways to make your experience with the Granite team better.  You will find the latest in investment information, along with resources to help you manage your finances.Granite home page screen shot

We have outlined our Approach to managing your wealth.  From the “ROCK” process, to the Client Bill of Rights – our goal is to provide you with the personal attention you deserve.

The Individual Solutions pages contain helpful information for all stages of investors – whether you’re just starting out in the workforce or you’re enjoying your time in retirement.

The Resources section is where you can find our calculators, up-to-date market information, and other resources to help in making financial decisions.

Most of all – we have the client log-in portal at the top of every page.   Log in to see your account in detail.  If you need help logging in or setting up your account,  please let DeAnn know and she will be happy to assist you.

Let’s get connected

Some of you might know that the Granite team has a Facebook page.  We also have a Twitter page and LinkedIn page.  Periodically, we’ll share information on market trends, must-read articles, and local area happenings.Talking on the phone

We’d love for you to follow us. It’s easy to do – just click on the icons below or on our website and you’re sure to be in the know.

We welcome any feedback you have on this newsletter – Granite Investor Insights.  Our plan is to send once a month and keep it short, timely and relevant.  Comments and suggestions are welcomed.  Let us know what you think! Please send an email to DeAnn.

What would you do if…

Think about the saying – “all work and no play makes Jack (or Jill) a dull boy”.  Everyone needs something to look forward to.

Isn’t that part of the point in managing your money carefully?  To allow yourself to enjoy the fruits of your labor? We think it is.  And to that end, we want to know what your goals are for the year.


Maybe you are training for a half marathon, growing a garden, or planning a special trip! Is there something special on your list of things to do that you’d like to share with the team?  We will post your goals on our blog page “Client Dreams” – so that you can see it and visualize making it come to life.  That way – your Granite team knows what you’re working toward as well.

Send an email to DeAnn and we’ll put on the Client Dream page.

Opening Day is in the air

From Kyle Crawford:

As you may know, I love baseball.  The Giants are now in Arizona at Spring Training and soon they’ll be swinging their bats in the city by the bay.  There’s something great about spending a sunny day at AT&T park watching baseball and looking out at the greater bay area.


Kyle Crawford – Central Catholic pitching coach

One thing that might be of interest -if you didn’t know – I have been helping out as a coach at Central Catholic for the past year.  I’m the pitching coach on the boys varsity team.  As a former Division 1 College pitcher, it is fun to be involved with the team and see the game from a different perspective. I often try to incorporate life’s greater lessons into my coaching style. The discipline that comes with training for a sport is a valuable trait to learn in one’s life.

If you’d like to watch a game, the Central Catholic website has the schedule – and I’d love to see you there.

Get your spring on & Go Giants! ~ Kyle

How much is left in the tank?

weeklycommentaryWe’ve had a Bull Market for eight years.  The LPL Research team has written a report that includes a historical perspective, key takeaways, and a commentary on how much “Bull Market” might be left in the tank.  Read more.