June 30, 2022

MISSING JUST A FEW OF THE MARKET'S BEST DAYS CAN HURt INVESTMENT RETURNS.

Value of a hypothetical $1,000 investment in the S&P 500, excluding dividends, from 1/1/12 to 12/31/21

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S&P 500 Extends Streak as Ceasefire Hopes Steady Markets

Stocks finished higher for a seventh straight session as investors looked past early weakness and focused on signs that the US-Iran ceasefire may hold, with additional support from news that Israel agreed to direct talks with Lebanon.

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.

Ceasefire Relief Sparks Risk Rally as Oil Plunges

Markets staged a broad relief rally after a surprise US-Iran ceasefire eased fears of a prolonged energy shock, driving a sharp drop in oil prices and reigniting risk appetite.

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MISSING JUST A FEW OF THE MARKET'S BEST DAYS CAN HURt INVESTMENT RETURNS.

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