May 2024

TIME TO REAP, TIME TO SOW

As we start to approach summer, many people consider it a time of slowing down, but not at Alia! With so many of life's big events taking place this time of year—graduations, weddings, college, vacations—we are constantly and consistently keeping you and your goals in our sights so you can enjoy these moments the way they were intended, full of family and gratitude. If your goals should change, or a new major milestone comes into the picture, just give us a call and we'll make sure you're staying on track and always living for the possible.

These 2 Key Actions Will Improve Your Ability to Build Wealth

Anywhere from 60,000 to 85,000 thoughts run through our heads each day. No wonder we’re exhausted by the time we sit down for dinner. While it’s impossible to control intrusive thoughts, we can do things to minimize their effect on our conscious goals to improve our lives, including building our wealth. Start by deliberately shifting your thoughts about how you view money, make money and manage it with these two key actions.

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MARK LOFT JOINS ALIA TEAM

Last week we were proud to announce that Mark Loft has joined our Alia Wealth team as a Wealth Advisor. Mark is a seasoned professional with nearly 40 years of experience helping clients pursue lifelong dreams and financial goals through customized strategies and personalized service. Mark was introduced to us by team member Ted Cashion, and we can already see how he embodies The Alia Way and is a perfect fit as we continue to grow to better serve you and your financial needs. Read more about Mark here >

GOOD THINGS TO KNOW

Alia Proudly Sponsors Fundraiser for Le Bonheur

This biannual event has raised more than $1 million for specialized medical equipment, child-specific programming and technology for Le Bonheur Children’s Hospital. Le Bon Appetit 2024 will feature more than 15 chefs from Memphis and more than 10 chefs from across the country. We hope you'll join us at The Kent on June 8. You can purchase tickets here >

Client Open House & Pet Portraits set for June 1

We hope you'll join us for a summertime kickoff at our offices complete with Mempops, snacks and beverages for the whole family, including your four-legged members. We'll even have pet photographer Sarah Ferguson on hand to capture your furry friends and everyone will receive a free 5 x 7" of their favorite shot. Please RSVP to Phyllis@aliawealth.com by May 24. If needed, the rain date will be June 8.

RESOURCES FOR YOU

3 Common Misconceptions About Living Arrangements as You Age

As retirement draws nearer, the question of where to live as we age does too. Aging in place, moving to an independent living community, and downsizing all have their advantages, but there’s usually more than meets the eye in these situations.

Any of these options are great so long as the one you choose meets your individual needs, wants, and preferences. By being aware of the pros and cons of each, you can make a more informed choice and find the optimal place for you, ensuring a smooth transition into the next chapter of life.

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What if the Fed doesn’t cut interest rates this year?

Earlier this year, many investors were convinced the U.S. Federal Reserve was on track to reduce interest rates four times by the end of 2024. Today, given higher-than-expected inflation, I think it’s even more unlikely. I believe there’s a strong chance we will get no rate cuts at all this year — and that markets should be fine without them.

For some investors who have been eagerly awaiting a rate cut, this may sound akin to canceling Christmas. In my view, there are three solid reasons to keep the federal funds rate right where it is throughout 2024.

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DATES TO REMEMBER

Small Business Month May 1-31

Did you know that 99.9% of American businesses are considered small businesses—those with under 100 employees—and that 43.2% of all small businesses are owned by women? It's a fact we're proud to celebrate and support throughout Memphis.

Memorial Day — May 27

Today we honor the U.S. military personnel who died while serving in the United States Armed Forces. As a reminder, this federal holiday means that our offices and banks will be closed.

529 College Savings Day — May 29

Created to encourage opening and using a 529 account— a college-savings plan with tax advantages built in, sponsored by colleges, states or institutions.

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7475 McVay Station Court, Suite 107

Germantown, TN 38138

901.748.4899

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