The Monthly Rundown – July 2018

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Happy halfway mark! It is crazy to think about but we are halfway through 2018. It has been an interesting year to say the least. As you are aware the goal of this newsletter is self improvement. Let’s make a goal to improve our financial knowledge, personal well-being, and maybe even more important, the well-being of those around us. “Do something today that your future self will be proud of” – Michael Crossland 

I will continue to do my part, feel free to reach out to me if you would like to chat or have any financial questions, I am in your service.


Monthly  Economic Update

This information has been designed to give you an idea of my short term market view. This months Economic Update also contains tax tips for retirees.



Industry Article

Morgan Housel supplies a great everyday remiders of different financial principals. This is a 2 minute read that serves as a great reminder of how to have enough money to retire on. One of my favorites, “An asset’s ability to let you do what you want, when you want, with who you want, is ROI that can’t be found on a spreadsheet.”



Lockwood Financial Strategies – Upcoming Events

Above is a picture from our recent winery and live music client appreciation event. We host four client/prospect appreciation events a year along with a host of educational workshops.

 I will be taking a break from events for July. Be on the lookout for the August newsletter where we will highlight a few September events. 




Sizzling Summer Recipe

Tropical Schrimp and Scallop Kabobs
  • 2 Tbsp. Fresh Thyme fresh orange-pineapple juice
  • 2 Tbsp. coconut aminos
  • 2 Tbsp. chopped green onion
  • 1 Tbsp. toasted sesame oil
  • 1 tsp. minced garlic
  • 1 tsp. minced fresh ginger
  • 1 medium zucchini
  • 6 (12-inch) skewers*
  • 1 lb. scallops
  • 1 lb. fresh jumbo shrimp, peeled and deveined
  • 1 cup cubed fresh pineapple
  • 1⁄2 red bell pepper, cut into 1-inch pieces
  • 1 Tbsp. Fresh Thyme olive oil Salt-free lemon-pepper seasoning, to taste Spring salad mix, for serving
TOTAL TIME: 35 minutes • SERVES 6
1. For sauce, in a small bowl, combine pineapple- orange juice, coconut aminos, green onion, toasted sesame oil, garlic, and ginger. Set aside.
2. Use a vegetable peeler to cut zucchini lengthwise into long ribbons.
3. Thread skewers with scallops, shrimp, pineapple, bell pepper, and zucchini ribbons.
4. Prepare charcoal or gas grill for direct cooking over medium heat. Brush skewers with olive oil. Sprinkle with lemon-pepper seasoning, as desired.
5. Add skewers to grill. Grill for 4 minutes; turn. Brush generously with sauce. Grill an additional 4 minutes or until shrimp are pink and scallops are opaque and firm.
6. Serve kabobs on a bed of spring salad mix, if desired.
*If using wooden skewers, soak them in water for 30 minutes to avoid burning while grilling.
Each serving contains: 170 calories, 6 g fat, 1 g saturated fat, 0 g trans fat, 102 mg cholesterol, 765 mg sodium, 10 g carbohydrates, 1 g fiber, 5 g sugar, 19 g protein. Daily values: 10% vitamin A, 37% vitamin C, 4% calcium, 4% iron.



Goals are incredibly important. I know how hard it can be to stay comitted to the goal, specifically to a workout goal with young children who are sleep adversed but this article does a nice job providing some guidance how to stick with a personal health goal and assistance via a free phone app.
Book of the month
This book was written by the speaker in the youtube video last week. I encrouage you to read his book, it’s a quick read and provides a fantastic perspective on purpose and kindness.
Monthly Video for Introspection 
This is a quick inspiration video. Please don’t hold back what it is that you have the unique ability to offer someone. You might be the only one who is standing when everyone is seated but you may be the critical voice that is needed.


 Walk by Faith, not by Sight



Philip Lockwood | Founder + Managing Partner

Address:3100 Ingersoll Ave. Des Moines, IA 50312

Phone: 515-274-8006

Fax: 515-274-8033


Website: Lockwood Financial Strategies


Securities offered through Parkland Securities, LLC, member FINRA ( and SIPC ( Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC