Summer is a time to unwind but it can also bring extra expenses like travel, celebrations and back-to-school prep. This month we’re sharing tips on how to manage spending, avoid unnecessary debt and keep your financial goals on track.

Key Dates

• July 4: Independence Day (markets closed)
• July 15: National Savings Day

National Savings Day – July 15

National Savings Day is a reminder to pause and think about how you’re building financial security. Whether you’re saving for emergencies, retirement or a big purchase, even small steps can add up over time.

Looking for a way to celebrate?

• Set up or increase your automatic savings
• Review your budget and cut one unnecessary expense
• Check in on your emergency fund or long-term goals

If you want help reviewing your savings strategy, let’s connect.

Stop Wasting Money

Market Insights

There’s a lot in the news right now, from inflation reports to global unrest. While these can cause short-term market swings, they don’t always point to long-term changes.

I’m keeping an eye on current trends and will reach out if your plan needs adjusting.

Below is a snapshot of how key indices have performed over the past year. Remember, 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.