The Monthly Rundown – June 2018

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The goal of this newsletter is to provide each of you with a little more knowledge than you had the day before. It will focus on the Economy, Industry Education, Events, Eating, and Inspiration/Encouragement. Feel free to forward this e-mail to others and invite them to subscribe, my goal is to educate others and in turn hopefully make the world a better place.


Monthly  Economic Update

 Below you will find a link that connects you to the monthly market analysis on my blog. This information has been designed to give you an idea of many of the market topics highlighted for the month.

Monthly Economic Update


Industry Article

This article does a great job focusing on the Psychology of Money and Investing. “Grace and Richard show that managing money isn’t necessarily about what you know;it’s how you behave. But that’s not how finance is typically taught or discussed. The finance industry talks too much about what to do, and not enough about what happens in your head when you try to do it.”

Psychology of Money


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.


Web/Online  Events

Education Workshop: What’s New With Social Security- 7 Topics to Watch in 2018

06/26/18 – 5 p.m. – 6 p.m. central time click “here” to register Education Workshop: Savvy Social Security Planning for Women

06/28/18 – 3 p.m. – 4 p.m. central time click “here” to register



Sizzling Summer Recipe

Cilantro-Lime Chicken With Grilled Watermelon Pico De Gallo



1⁄4 cup plus 2 Tbsp. fresh lime juice

3 Tbsp. Fresh Thyme extra virgin olive oil, divided 2 Tbsp. chopped fresh cilantro, divided

1 tsp. fresh lime zest

4 (6 oz.) boneless, skinless chicken breast halves Fresh Thyme coarse sea salt, to taste

1 slice seedless watermelon, 1⁄2 inch thick 2⁄3 cup chopped English cucumber

1⁄3 cup finely chopped red onion

1 jalapeño pepper, seeded and finely chopped* 1 clove garlic, minced

TOTAL TIME: 35 minutes plus 30 minutes marinating time • SERVES 4

  1. For marinade, in a large bowl, combine 1⁄4 cup lime juice, 2 olive oil, 1 Tbsp. cilantro, and lime zest. Add chicken and toss gently to coat. Cover. Set aside for 30 minutes. Drain marinade; discard. Pat chicken dry with paper towels. Season with salt, to taste. Brush watermelon with remaining 1 Tbsp. olive oil.
  2. Prepare charcoal or gas grill for direct cooking over medium Add chicken and watermelon. Grill chicken for 14 minutes or until 165°F, turning once. Grill watermelon for 2 minutes or until grill marks appear, turning once.
  3. Cut off and discard the watermelon Chop the watermelon.
  4. For pico de gallo, in a medium bowl, combine chopped watermelon, cucumber, red onion, jalapeño pepper, garlic, remaining 2 lime juice and remaining 1 Tbsp. cilantro. Top chicken with pico de gallo.

*Note: Chile peppers contain volatile oils that can burn your skin and eyes. When working with jalapeño, wear protective gloves. For added heat, do not seed the jalapeño.

Each serving contains: 275 calories, 9 g fat, 2 g saturated fat, 0 g trans fat, 124 mg cholesterol, 183 mg sodium, 7 g carbohydrates, 1 g fiber, 5 g sugar, 39 g protein. Daily values: 9% vitamin A, 15% vitamin C, 2% calcium, 5% iron.



This section is meant to inspire you to live, give, and be a better person each month. Some of these will be video links, some articles, and some volunteer opportunities.

 Graduation season is upon us and this is one of my favorite commencement speeches of all time!




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