Until just a few months ago, the US economy had grown for the past decade without any significant decline in economic activity. Unemployment was low, home prices were high, and companies were reporting strong 2020 profit forecasts. As COVID-19 began to spread across the globe, markets were hit with significant volatility over uncertainty in how to contain the virus.

What's inside this month's edition?

-Mid-Year Financial Checkup: 5 Questions to Ask Yourself

-Did You Know?

-Resuming In-Office Meetings

-Thank You for Joining Us!

-Planning Tip

Click here to check it out!

Thank you to everyone who came out on June 27th to join us for our 9th annual shred event! Thousands of pounds of paper was securely destroyed, which has since been baled and shipped to local paper mills to be recycled for reuse!

Dear Valued Investor:

What's inside this month's edition?

-Quarantine: A Retirement Practice Run?

-Did You Know? Facts & Statistics

-RMD Rollbacks

-Free Virtual Tours You Can Take Today!

-SFS 9th Annual Shred Event

-Planning Tip

Click here to check it out!

What's inside this month's edition?

-What Keeps You Up at Night?
-Did You Know? Facts & Statistics
-Freebies to Access During Self-Quarantine
-SFS Shred Event Rescheduled
-Planning Tip

The coronavirus outbreak, which has brought global economies to a near standstill, has sent the major US equity averages (the S&P 500, Dow, and Nasdaq) tumbling into bear market territory, putting an end to the record bull run that began in the aftermath of the financial crisis.

When should you start taking Social Security?

That's a difficult question to answer. Many people think that starting Social Security as early as possible is a good way to achieve an early retirement.

However, while you get a boost in income when you start Social Security, the earlier you start, the lower your monthly benefit amount will be (for life).