Happy New Year!


Happy New Year Reader!

It’s time to play catch-up because I’ve been seriously slacking on the newsletter front. You may be surprised to be hearing from me in your inbox! But better late than never, right?

‘Tis the season for a fresh start and if you’re anything like me, the best part of NYE is making my final net worth entry for the year 🤓. At some point today, I’ll also complete my Year Compass (phenomenal FREE resource), reflecting on my progress from 2024 and setting some goals for 2025. Have you used it before? Let me know how you like it.


In this edition:

Newsletter Updates: What to expect from the newsletter in 2025.

Resources: Elevate your money management skills with this template.


NEWSLETTER UPDATES

I'm so excited that so many of you have joined our community of investors - and I hope to consistently serve you throughout 2025!

Here’s what to expect from the newsletter 💌

Every other Sunday (aka bi-weekly), you’ll get information straight to your inbox 📬 with:

  • Simple investing strategies to build wealth;
  • Resources (guidebooks, spreadsheets & templates); and
  • Reviews on my favourite tools/platforms for investing.

This means you’ll finally be able to keep up with all the latest investing news, actionable tips, curated insights, and my go-to resources to help you become a confident investor with just ONE bi-weekly newsletter!

I’ll also share a little about my personal life and what’s currently on my mind. My goal is for everyone receiving the newsletter to feel like we are old friends catching up on our finances and life, in general. So if you do have any questions, please respond to this email and let me know! You’re probably not the only one with that question.


RESOURCES

Ask yourself this question:

Is your money working hard to give you the future you deserve?

If the answer is “no,” you deserve a fresh start on your finances.

To kick us off, I have refreshed my 2025 Personal Finance Bingo.pdf. This fun and interactive challenge designed to help you build better money habits, hit your financial goals, and celebrate every step towards financial freedom.

P.S. Hit reply and send us a short note with your #1 financial goal for this year. By understanding your goals, we can better tailor our content to meet your needs.

Until next time,

Angela @ The Investory

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600 1st Ave, Ste 330 PMB 92768, Seattle, WA 98104-2246
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