Calendar IconJune 2024

June 2024 Newsletter

Summer is officially here! We hope you are beating the heat and enjoying time with friends and family this summer. 

As the second quarter wraps up, our team is working to provide performance reports and a mid-year check in. A member of our team will be reaching out to you in the coming weeks. It is a great time to reflect on the past six months and discuss any new goals you have for the second half of the year.

Artificial intelligence (AI) is the elephant in the room that everyone DOES want to talk about. And they should… because it’s still a challenge for investors to get their heads wrapped around the extent of AI’s impact. AI is the catalyst for an enormous paradigm shift in… everything.

So, it should be no surprise that the central theme for our market outlook remains AI. We do not believe investors or much of the industry have yet to recognize the immense impact AI will have at every level of society and the economy.

Read More
DOLLAR COST AVERAGING: Dollar cost averaging is a strategy used to manage price risk. Instead of purchasing shares at a single price point in one transaction, investors purchase at regular intervals, regardless of price. This allows investors to leverage the power of time and consistency.

Data as of close 5/31/24. Data obtained from Bloomberg, LP
Returns Listed Are Price Returns. Does not include reinvestment or payment of dividends.