Return-Path: Delivered-To: kelly.andrews@tessol-inc.com Received: from gator4254.hostgator.com by gator4254.hostgator.com with LMTP id CA9+GgkOqmSGlAgAcizydQ (envelope-from ) for ; Sat, 08 Jul 2023 20:31:53 -0500 Return-path: Envelope-to: kelly.andrews@tessol-inc.com Delivery-date: Sat, 08 Jul 2023 20:31:53 -0500 Received: from [50.39.218.19] (port=57609 helo=smtpclient.apple) by gator4254.hostgator.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 (Exim 4.96) (envelope-from ) id 1qIJHF-002Xp3-0E; Sat, 08 Jul 2023 20:31:53 -0500 Content-Type: multipart/alternative; boundary=Apple-Mail-5CFC7375-0887-4B00-B852-18896A62C1D2 Content-Transfer-Encoding: 7bit From: Kelly Andrews Mime-Version: 1.0 (1.0) Subject: Re: Maturing Treasury Bond Message-Id: References: In-Reply-To: To: "Thieme, Daniel" Date: Sat, 8 Jul 2023 18:31:50 -0700 X-Mailer: iPhone Mail (19G82) --Apple-Mail-5CFC7375-0887-4B00-B852-18896A62C1D2 Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: quoted-printable Won=E2=80=99t we need to move it to the checking account by August 6th to pa= y the taxes that we think we=E2=80=99ll owe? Sent from my iPhone > On Jul 8, 2023, at 5:25 AM, Thieme, Daniel wrote: >=20 > =EF=BB=BF We would like to roll it into a money market fund that invests 1= 00% in federal debt obligations. Which fund do you recommend for that? >=20 > Sent from my iPhone >=20 >>> On Jul 8, 2023, at 1:00 AM, Moore,Dean R wr= ote: >>>=20 >> =EF=BB=BF >> [EXTERNAL E-MAIL] >>=20 >> =20 >>=20 >> Good morning, Kelly and Dan. >> =20 >> Hope all is well and you are enjoying the early days of summer. >> =20 >> As a reminder, we have the U.S. Treasury bond maturing later this month (= July 31st) in the Roger Thieme Living Trust account. >> =20 >> My family and I will be on vacation in Europe when that matures, so if yo= u had an immediate plan for those funds when they become available I wanted t= o make sure I was aware and can take appropriate action to get that complete= d. I'll be accessing work remotely on occasion but can also work with my br= anch office partners and/or home office if needed. I will return to the off= ice on August 7th. >> =20 >> Thank you and enjoy your weekend, >> =20 >> =20 >> Dean R. Moore, AAMS=C2=AE >> Financial Advisor | EdwardJones >> =20 >> 245 East Main Street, Suite B >> Hermiston, OR 97838 >> Office: (541) 564 =E2=80=93 9734 >> Cell: (509) 794 =E2=80=93 9759=20 >> Fax: 877 =E2=80=93 222 =E2=80=93 5560 >> Website: www.edwardjones.com/dean-moore >> =20 >> We focus on what's important to you. >> At Edward Jones we use an established process to build personalized strat= egies for your goals. >> We then partner together throughout your life to help keep you on track. >> =20 >> =20 >> Dean Moore >> Financial Advisor >> Edward Jones >> 245 East Main Suite B >> Hermiston, OR 97838 >> (541) 564-9734 >> www.edwardjones.com >> =20 >> If you are not the intended recipient of this message (including attachme= nts) or if you have received this message in error, immediately notify us an= d delete it and any attachments. >>=20 >> If you do not wish to receive any email messages from Edward Jones, exclu= ding administrative communications, please email this request to Opt-Out@edw= ardjones.com from the email address you wish to unsubscribe. >>=20 >> For important additional information related to this email, visit www.edw= ardjones.com/disclosures/email.html. Edward D. Jones & Co., L.P. d/b/a Edwar= d Jones, 12555 Manchester Road, St. Louis, MO 63131 =C2=A9 Edward Jones. All= rights reserved. >>=20 >>=20 >=20 > -------------------------- > This email may contain confidential and privileged material for the sole u= se of the intended recipient(s). Any review, use, distribution or disclosure= by others is strictly prohibited. If you are not the intended recipient (or= authorized to receive for the recipient), please contact the sender by repl= y email and delete all copies of this message. >=20 > Littler Mendelson, P.C. is part of the international legal practice Little= r Global, which operates worldwide through a number of separate legal entiti= es. Please visit www.littler.com for more information. >=20 --Apple-Mail-5CFC7375-0887-4B00-B852-18896A62C1D2 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Won=E2=80=99t we need to move it to the che= cking account by August 6th to pay the taxes that we think we=E2=80=99ll owe= ?

Sent from my iPhone

On Jul 8, 2023, at 5:25 AM, Thieme, Daniel <DThieme= @littler.com> wrote:

=
=EF=BB=BF We would like to roll it into a money market fund that invests 100% in feder= al debt obligations.  Which fund do you recommend for that?

Sent from my iPhone

On Jul 8, 2023, at 1:00 AM, Moore,Dean R <Dean.= Moore@edwardjones.com> wrote:

=EF=BB=BF

[EXTERNAL E-MAIL]

 

Good morning, Kelly and Dan.

 

Hope all is well and you are enjoying the early days o= f summer.

 

As a reminder, we have the U.S. Treasury bond maturin= g later this month (July 31st) in the Roger Thieme Living Trust a= ccount.

 

My family and I will be on vacation in Europe when th= at matures, so if you had an immediate plan for those funds when they become= available I wanted to make sure I was aware and can take appropriate action= to get that completed.  I'll be accessing work remotely on occasion but can also work with my branch office= partners and/or home office if needed.  I will return to the office on= August 7th.

 

Thank you and enjoy your weekend,

 

 

Dean R. Moore,  AAMS=C2=AE

Financial Advisor | EdwardJones<= /p>

 

245 East Main Street, Suite B

Hermiston, OR  97838

Office:  (541) 564 =E2=80=93 9= 734

Cell:  (509) 794 =E2=80=93 97= 59 

Fax:  877 =E2=80=93 222 =E2=80= =93 5560

Website:  www.edwardjones.com/dean-moore=

 

We focus on what's important to you.=

At Edward Jones we use an established process to build= personalized strategies for your goals.

We then partner together throughout your life to help k= eep you on track.

 

 
Dean Moore<= /font>
Financial Advisor
Edward Jones
245 East Main Suite B=
Hermiston, OR 97838<= /font>
(541) 564-9734=
 

If you are not the intended= recipient of this message (including attachments) or if you have received this message in error, immediately not= ify us and delete it and any attachments.

If you do not wish to receive any email messages from Edward Jones, excludin= g administrative communications, please email this request to Opt-Out@edwardjones.com from the email address you wish to unsubscribe.

For important additional information related to this email, visit www.edwardjones.com/disclosures/email.html. Edward D. Jones & Co., L.P. d/b/a Edward Jones, 12555 Manchester Road, S= t. Louis, MO 63131 =C2=A9 Edward Jones. All rights reserved.



--------------------------
This email may contain confidential and privileged material for the sole use= of the intended recipient(s). Any review, use, distribution or disclosure b= y others is strictly prohibited. If you are not the intended recipient (or a= uthorized to receive for the recipient), please contact the sender by reply e= mail and delete all copies of this message.

Littler Mendelson, P.C. is part of the international legal practice Littler G= lobal, which operates worldwide through a number of separate legal entities.= Please visit www.littler.com for more information.

=20
= --Apple-Mail-5CFC7375-0887-4B00-B852-18896A62C1D2--