🍉 SUMMER BUCKET LIST
How many can you check off?
☐ Visit a local farmers market
☐ Watch a fireworks show
☐ Enjoy a picnic
☐ Read a new book
☐ Take a weekend road trip
☐ Eat ice cream on a hot day
☐ Spend an evening around a campfire
☐ Catch a baseball game
MARKET INSIGHT QUARTERLY
- S&P 500, Nasdaq Post Best Quarter since 2020 in Equity Market Rebound
- Small Caps Extend Year-to-Date Outperformance
- Growth Stocks Rally on the Back of a Chipmaker Surge
- Emerging Markets Surged on Chipmaker Enthusiasm
- Treasuries Rose on Easing Crude Prices and Inflation Jitters
- Commodities Tumble on the Back of Falling Oil and Gold Prices
A LOOK AHEAD
Economy
- Resilient Growth.
- Rate Cuts or Hikes?
- Low, but Rising Unemployment.
- Easing Inflation.
Stocks
- Improving Macro and AI to Power Equities.
- Earnings Still Riding the AI Wave.
- Stretched Positioning in AI Theme.
- Stock Market Risks: The Usual Suspects.
Bonds
- Treasuries to Remain Rangebound
- Tight Credit Spreads
- Return Drivers
SUMMER REMINDER
Traveling this summer?
Before you leave town, consider taking a few minutes to:
- Review your travel budget.
- Keep important documents in a secure location.
- Reach out to us if you'd like to discuss any financial questions before your trip
Cory McDaniel
Cory's summer started with a very special celebration—his granddaughter Freya's second birthday! Spending time with family and making memories together is what this season is all about.
Jed Barnett
Jed's favorite summer moments are the ones spent with family. This Fourth of July, daughters Ellie and McKenna were all smiles as they celebrated with festive fun, making memories that will last long after summer ends.
Janine Klug
Janine and her husband enjoyed a summer getaway to Cannon Beach, where they celebrated the Fourth of July with family, beautiful coastal views, and quality time with her sisters-in-law. It was the perfect way to enjoy the season and make lasting memories.
Maria McDaniel
Maria’s favorite summer moments have been spent exploring Bend, celebrating the Fourth of July, and renovating her home with her husband Caleb. It’s been a season of making memories.