June is here, and summer is officially on the horizon. As the days get longer and many of us plan vacations or long weekends, it’s also a great time to check in on your financial goals.

Key Dates

• June: Annuity Awareness Month
• June 14: Flag Day
• June 15: Father’s Day
• June 19: Juneteenth National Independence Day
• June 20: First Day of Summer

June is Annuity Awareness Month

If you’ve ever wondered how annuities fit into a retirement strategy, this is a great time to learn more. Annuities can offer a way to create guaranteed lifetime income, help manage market risk, and round out your overall financial plan. Not every annuity is the same. Let’s talk if you’d like to better understand the options and whether one may be right for you.

Check out this quick flyer, “Why Consider Annuities in Your Retirement Strategy,” for a simple overview.

Market Insights

There is a lot happening in the world right now, including economic shifts, global events, and political developments. While these can impact markets in the short term, they are not unusual and do not necessarily signal long-term concerns.

I am closely monitoring the current fluctuations and watching for any lasting trends that could affect your portfolio. I will be in touch if any action is needed.

Here’s a look at the market for the last year, with some of the most popular benchmark indices. As a reminder, past performance is not indicative of future performance.

^{*As a reminder, past performance on any investments or the stock market are not indicative of future performance.} 

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.