May 2020 — Issue #32
A Word from the CEO

The March issue of the Financial Pulse included an article titled “I Have Lost Nothing in the Stock Market Because I Am Not Selling Today.” As long-term investors, I argued, we need to acknowledge these frightening times while controlling our impulse to make major changes in our retirement portfolio.

April's market rebound shows the value of this approach. The Dow was up over 11%. The S&P 500 increased by more than 12.5% and the NASDAQ soared nearly 15.5%. And, so far in May, the upward trend is continuing, albeit with continued volatility. Those who stayed the course are seeing the markets begin to recover from the declines in February and March. It's good news, but how should we interpret these returns? Is the worst over? Take a look at our article, "The Market Is Up. What Does It Mean?," to find out.

Our second article, "Quarterly Statement Going Digital," addresses changes to the delivery of your quarterly statement. Beginning with the second quarter (June 30, 2020) statement, quarterly statements will only be available online unless you request printed copies. See the article for more information and instructions on how to continue receiving printed statements.

As people begin to return to work in many parts of the country, I pray for the continued health of you and your family. If you are experiencing financial hardship as a result of the pandemic, please know that you can always turn to the JRB to discuss these concerns. Just send us an email or call us at 888-JRB-FREE (572-3733).

An early Hag Shavuot Sameah,
The Market Is Up.
What Does It Mean?
The stock market performed well in April. What does this say about continued volatility and how you should manage your retirement investments?
Quarterly Statement Going Digital
Digital statements increase security and efficiency, get to you sooner and reduce the environmental impacts of printing and delivery. If you prefer a printed statement, however, you can still get one.
Make an appointment to speak with Mitch to discuss how to achieve your financial and retirement goals.
This information is for general purposes only and does not constitute legal, tax, or investment advice.