June 26, 2023

Dear Cautious Optimist,

Summer has officially arrived and we are fast approaching the end of Q2 already! There’s been no lack of news in the markets and our Investment Team has been on top of things the whole way. This quarter’s newsletter has a fun “Old Family Recipe” metaphor and goes into details of what our Investment Team is doing on a regular basis. Our hope is that by knowing we’re paying close attention to the markets, you don’t have to…unless you want to.

There are also links to helpful articles:

  • Estate Planning Basics
  • Scams You Need to Be Aware of in 2023
  • This is Why You Stay the Course