As we head into May, market headlines continue to be full of ups and downs. While volatility can feel unsettling, history has shown that staying the course and sticking to a well-built financial plan is often the best path forward. If you’re feeling unsure about your strategy or want to talk through your goals, I’m always here to help.
Key Dates
- May 1 – College Decision Day
- May 2 – National Life Insurance Day
- May 12 – Mother’s Day
- May 27 – Memorial Day (markets closed)
- All Month Long – National Small Business Month – If you’re a business owner or know someone who is, let’s talk about ways to protect and grow what you’ve built
Market Insights
Here’s a look at the market for the last year, with some of the most popular benchmark indices. As a reminder, past performance on any investments or the stock market are not indicative of future performance.
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
Market Volatility: How to Stay Focused Through the Noise
Market ups and downs are a normal part of investing, but they can still be unsettling. To help you stay grounded and focused on your long-term goals, we’re sharing two helpful resources.
- The article “Understanding Volatility” from Capital Group breaks down what causes market swings and offers guidance on how to navigate them.*
- AssetMark’s flyer “3 Tips to Stay Calm During Market Volatility” provides actionable strategies to help you keep perspective during uncertain times.*
National Life Insurance Day
May 2 is National Life Insurance Day
Life insurance became available in the U.S. on May 2, 1759. This day reminds us how important it is to protect the people we love—and the life we’re building.
Real Life Story: Liz’s Message
When Liz’s husband Josh died unexpectedly at 39, life insurance gave her the time and stability to care for their daughter.
“I tell anyone who will listen—life insurance is so important, no matter how young and healthy you are,” says Liz. Watch her story below (3 minutes).
If you have questions, reach out anytime. I’m here to help.
*PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
The opinions expressed and the materials provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Past performance is not an indicator of future results. 7863589RG_Apr27
I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.