Monthly Insider – October, 2025

Save the Date!

Celebrate the season with Goodwin Investment Advisory at our annual Pics with Santa, a beloved GIA tradition with a festive new twist!

NEW LOCATION!

Join us Friday, December 5th from 5:30–7:30 PM at The Reeves House Visual Arts Center in downtown Woodstock for an evening of holiday cheer, live music, delicious appetizers, drinks, crafts, and of course, photos with Santa!

This special night is all about celebrating our GIA family.
Official invite and RSVP details will be emailed on November 1st.

Navigating a sudden wealth event: How Goodwin Investment Advisory can help you plan wisely

As clients, you already know we are here to help guide you if you suddenly increase your wealth, whether from an inheritance, business sale, settlement, or stock investment. If you know anyone who could benefit from our guidance and has recently experienced a sudden wealth event, please share this blog with them. We would love to help them navigate this newfound wealth with peace, confidence, and a clear path forward.

• Key question that helps you envision your future

• Why “rich” looks different for everyone

• How tracking progress builds both confidence and peace

• Why your financial plan should evolve as life changes

• How generosity, meaningful experiences, and “memory dividends” make wealth truly fulfilling

Whether you’re decades away from retirement or already there, this conversation will inspire you to think beyond your bank account and design a life you love on your terms. Listen now and start defining your rich.

Read the blog that inspired this episode and download the guide: Blog Link

Nourish to Flourish

By Tara Bruce

Finding Calm in a Chaotic World

If you’ve spent your life quietly building wealth through hard work, wise choices, and a long-term mindset, you know something the headlines often forget: resilience is built one steady step at a time.

Right now, the world can feel full of turmoil, with all the division in the news, uncertainty in politics, conflict abroad, and constant noise on social media. It’s easy to feel weighed down or even wonder what kind of future your kids and grandkids will inherit.

But here’s the truth: times like these are not new. Your parents and grandparents lived through world wars, recessions, social unrest, and times when the future looked anything but certain. And yet, families endured, communities rebuilt, and opportunities emerged for those who stayed grounded in their values.

A few reminders we’ve seen help in seasons of chaos:

Control the controllable. You can’t fix Washington or Wall Street with the flip of a switch. But you can keep your personal finances in order, invest with discipline, and make decisions that align with your family’s values.

Filter the noise. Constant news and social media updates magnify fear. Try setting boundaries on how much you consume. Replace it with time in nature, reading, or connecting with people who inspire hope.

Lean into legacy. Focus on what truly matters, like your faith, family, generosity, and relationships. Money is just a tool. How you use it, by supporting loved ones, giving back, and living intentionally, creates a lasting impact.

Remember history. Every storm eventually passes. Markets recover. Communities heal. Division softens. The long arc of history bends toward renewal, and your steady, patient approach is part of that story.

Above all, take heart: you are not alone. You’ve built your wealth and your life by staying steady when others chased shortcuts. That same wisdom will carry you and your family through whatever tomorrow holds.

At Goodwin, we remain committed to walking with you, helping you protect what you’ve built, and keeping your financial life aligned with what truly matters. Together, we’ll keep focusing on peace, independence, and generosity—values no market or politician can ever take away.

Simple Ways to Welcome Fall at Home 🍁

1. Host a backyard bonfire 🔥
   Pull out the blankets, light the firepit, and roast marshmallows. For an extra autumn touch, add hot apple cider or mulled wine.
2. Create a fall porch scene 🎃
   Decorate your front porch with pumpkins, mums, lanterns, or even cornstalks. It’s a cheerful way to greet neighbors and enjoy the season’s colors.
3. Cook a “Fall feast” at home 🍲
   Try a new recipe with seasonal ingredients—think butternut squash soup, pumpkin bread, or roasted root vegetables.
4. Leaf walks in your neighborhood 🍂
   Sometimes the best foliage isn’t hours away—it’s right outside your door. Take a slow walk and notice the changing colors. And, sometimes it is just in the stopping long enough to notice it!
5. Family game night 🎲
   Bring out the board games, play charades, or try a puzzle by the fireplace. It’s simple fun that never gets old.
6. DIY caramel apple bar 🍏
   Slice apples, melt caramel, and set out toppings like crushed nuts, chocolate chips, or coconut flakes. Let everyone make their own.
7. Fall movie night 🎬
   Cozy up under a blanket and watch a seasonal classic with popcorn (and maybe pumpkin spice hot chocolate).
8. Practice gratitude together ✨
   Start a “thankful jar.” Each day, family members can add a note about something they’re grateful for, to read together at Thanksgiving.
9. Starry Autumn nights 🌌
   Fall skies are crisp and clear. Lay out a blanket in the yard, sip something warm, and take in the stars.
10. Give back this season 🤝
    Rake leaves for a neighbor, bake bread for a friend, or set aside a donation for a cause that matters to you. Generosity is one of the best ways to welcome fall.