Investment Manager in Houston is Recognized by Commonwealth as a Leading Financial Advisor.

Sharon Duncan, an independent financial advisor affiliated with Commonwealth Financial Network® and President of Selah Financial Services, was invited and attended Commonwealth’s 2017 Chairman’s Retreat in March, held at The Cloister at Sea Island, Georgia.

This invitation is only extended to the most successful financial advisors based on a ranking of annual production among Commonwealth’s network of 1,710 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer.

“We are pleased to recognize Sharon with this well-earned, exclusive distinction,” said Peter Wheeler, vice chairman of Commonwealth and host of this year’s retreat. “Her long-standing commitment to the financial livelihood of her clients and the bettering of her practice has positioned her among the industry’s elite. Sharon is a highly valued member of the Commonwealth community, and we are proud of her accomplishments and industry impact. We benefit from her perspective and experiences.”

The conference offered insightful presentations and educational sessions ranging from observations on market structure to national security challenges for the Trump Administration, plus much more.

Pictured left to right are Sharon Duncan and fellow

Commonwealth financial advisor, Stuart Benjamin.

Additionally, Sharon worked on leveraging her strengths and adaptation skills. She explored strategies for evolving her vision of her investment management company in Houston, as well as building on success, driving new growth, and continuing to provide and improve Selah's exceptional client service.

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

Helping Prevent Elder Abuse

Presented by Financial Advisor Mary Pat Gunn of Selah Financial Services, Inc., an investment management firm in Houston.

In reviewing articles regarding seniors and elder financial abuse, certain topics come up frequently about what puts the elderly at risk, including mental impairment, social isolation, and poor physical health.

When someone is dealing with these at-risk issues, they don’t usually have the energy, time, experience or mental focus they need to realize that they are being taken advantage of.

Please be aware of these in yourself or someone you care about:

Mental impairment - Declining math skills can lead to checkbook errors, financial indecision and vulnerability to scam artists.

Social isolation - When someone is alone most of the time, they tend to be more susceptible to swindling via the phone, email or social media because of their loneliness. The most common scam is someone acting like a grandchild that needs money wired immediately to get out of jail and the child doesn’t want the grandparent to tell their parents. Set up a system with your children to talk to the grandchildren’s uncle or aunt, so you don’t fall victim to this scam.

Poor physical health - When we are physically hurting or in poor health, finances may take a backseat. Issues such as trouble feeding oneself or bathing are red flags that most likely financial matters have fallen to the wayside.

Consider having a plan in place with a trusted family member so when any of the above arise, you have someone reliable to review any financial transactions with Selah Financial, your Houston investment management firm. Let us know if you would like more information about this issue at advisors@selahfs.com!