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July 2021 Newsletter

Posted on: July 7, 2021

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Portfolio Update

Our indicators:
  • Short term: We are currently in the Green Zone and have been for the past couple of weeks. However, it is worth noting that our short-term signal veered towards the yellow zone earlier month, which was an important reminder that a different perspective is required when analyzing event driven market fluctuations.
  • Mid & Long-term: We are still in the Green Zone as expectations of growth continue to be the outlook for the remainder of the year. The largest variable in this this outlook is a potential change in interest rates.
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Market and Economy

Fundamental analysis considers the overall state of the economy and influences propelling the market. In contrast, Technical analysis focuses on patterns and pressures of market price. All available information should be considered when making investment decisions.
To read about the market and economy, please click here.

You asked, we listened.

Wealth Management For Business Owners

 Even if you aren’t thinking of selling your business right now, if you received an offer you couldn’t ignore, wouldn’t you want to be in a position to at least consider it? There are a couple of things that you need to keep in mind and proactively do years in advance to ensure you’re keeping your options open. Far too often we see these important items kicked down the ‘to do’ list followed by a last-minute panic to sort it out, or become a missed opportunity. Being proactive allows you to position yourself as best as possible for the future.

If you're a business owner, click here


Monthly Feature

Estate Planning Considering Beneficiaries With Special Needs

Preparing your estate plan to accommodate the special needs or disabilities of your beneficiary(ies) requires a thoughtful approach to ensure they will be properly accommodated and supported upon your death. Above all, it is important to consider the individual situation of the beneficiary(ies).
We hope you enjoyed this month's newsletter. 
We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible. 
If you know someone, be it a family member, colleague or friend, who can benefit from what you have learned today, please feel free to share this newsletter.