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| | Summer invites us to step away from our routines and focus on the people and experiences that bring us joy. Whether it's traveling, exploring new hobbies, reading a book, or simply gathering with friends and family, those moments often become the memories we value most. | | |
MUSIC ON THE LAWN- Tuesday evening's Music on the Lawn at the Grandview Heights Public Library was a wonderful evening filled with great music, beautiful weather, and community spirit. AFP was proud to sponsor the event, which featured a lively performance by EMILÍ. It was great to see so many people enjoying one of Grandview's favorite summer traditions.
FOOD BANK- At the end of May, AFP volunteered at Inprem Holistic Community Resource Center to help serve families throughout our community. In just under three hours, the team helped provide food to more than 180 families. The experience was both rewarding and inspiring, highlighting the important role organizations like Inprem play every day.
OFFICE SIDEWALK REPAIR- The sidewalk replacement project originally scheduled around our office has been delayed. Construction has not yet begun, and we have not received an updated timeline. We will provide further updates as they become available.
CLIENT APPRECIATION EVENT- We're planning to hold our Customer Appreciation Event either August 14 or August 21 at 11:00 a.m. While details are still being finalized, we're hoping to host a casual cookout and would love the opportunity to spend some time with our clients. Stay tuned for additional information. We hope to see you there!
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+ Teri's Treks
It’s been an action-packed month, keeping up with yard work and the community garden, spending time with friends and family, and stepping up my running routine. I just returned from Norway, where our choir was invited to sing with other choirs from around the world. We were there to perform the music of Ola Gjeilo. It was an amazing experience.
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+ Nathan's Notes
Nathan is currently on vacation and looking forward to a mix of productivity and relaxation. His plans include working on a bathroom remodel and enjoying some extra time with his family.
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+ Tracey's Time
My son and daughter-in-law have finally returned from CO where they built an energy efficient PANL home. The next PANL project is in Dublin.
Are you attending the Columbus Air Show this weekend? Please check out the OSU exhibit tent. Our OSU Junior is an Aviation Management Major and is leading the team putting this together.
For the Led Zeppelin fans out there, don’t miss JBLZE! We saw Jason Bonham’s Led Zeppelin Experience at Mershon Auditorium, and it did not disappoint.
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+ Mary's Moments
I'm settling into my new role and continuing to learn the ins and outs of my position. I'm excited about the opportunity to learn new things and continue growing along the way. Outside of work, my husband and I recently celebrated our anniversary, and last week the World Cup kicked off. For the next few weeks, our household will be fully in soccer mode as we try to watch every match we can. If there's a game on, chances are we're watching it!
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Current Economic and Investment Information | | |
BUILDER SENTIMENT - The NAHB/Wells Fargo Housing Market Index fell to 35 in June 2026, down from 37 in May, with 32% of builders cutting prices in May at an average reduction of 6%, per the National Association of Home Builders. (Redfin)
INFLATION - The CPI rose 4.2% year-over-year in May — its fastest annual pace since April 2023 — driven by a 3.9% monthly surge in energy prices that pushed the 12-month energy increase to 23.5%, per the Bureau of Labor Statistics. (CNBC)
ENERGY - Brent crude fell to $81.55/barrel on June 16 — down sharply from above $100 earlier in June — as optimism over a possible U.S.-Iran deal pushed oil to a 3-month low, though uncertainty over Strait of Hormuz reopening remains, per Trading Economics. (Robert Half CNBC)
INTEREST RATES - The Federal Reserve held its federal funds rate at 3.50%–3.75% heading into its June 16–17 meeting, with markets pricing near-certainty of no change. Persistent inflation and a resilient labor market have shifted trader consensus toward no rate cuts at all in 2026. (J.P. Morgan Advisor Perspectives)
INTERNATIONAL MARKETS- The MSCI Emerging Markets Index gained more than 20% year-to-date as of June 9, while developed international stocks recovered most of their 13% conflict-related decline, per U.S. Bank Asset Management. Investors added $35 billion to U.S.-listed emerging market ETFs year-to-date in 2026, up 21% from last year, led by South Korea and Brazil, per iShares/BlackRock. ( Charles Schwab Morgan Stanley)
| | Despite concerns about potential supply disruptions, oil prices have remained relatively stable. According to J.P. Morgan, a combination of alternative supply sources, lower demand, reduced stockpiling, and inventory reserves has helped offset the impact of lost production. The chart serves as a reminder that global energy markets often have multiple mechanisms in place to help absorb unexpected shocks. | |
Source: J.P. Morgan Asset Management, "Weekly Market Recap June 15, 2026 J.P. Morgan
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10 Tips for Traveling as a Political Act
By Rick Steves
Source: Rick Steves' Europe, Inc.
Image by Canva
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In a time when it can feel easy to focus on our differences, travel offers a chance to discover what connects us. Rick Steves encourages travelers to venture beyond their comfort zones, meet people from different backgrounds, and experience new cultures firsthand. The most valuable souvenir from any trip is often a greater understanding of the world around us.
Click here to read this article.
| | What We Think Is Interesting | |
Sky-High I.P.O Pricing Isn't Great for Real People
By Jeff Sommer
Source: The New York Times
Image by Canva
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There’s been a lot of buzz around three technology Initial Public Offerings (IPO) and the impact these stocks will have on the indexes they will be listed on. The growing attention to companies like SpaceX, OpenAI, and Anthropic is met with both excitement and trepidation about how they will impact overall investing. This article by Jeff Sommer does an excellent job of educating readers about how stocks become part of an index and to what degree.
Click here to read this article.
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Do you know someone who can benefit from FINANCIAL PLANNING?
At Alexander Financial Planning, we are passionate about financial life planning. We also know that it is not just about the numbers. While numbers are important, they are there to support your hopes, dreams, and desires. When we can put all the components of financial planning together, (cash flow, insurance, investing, taxation, and estate planning) your unique picture of a path forward comes into view. For 28+ years, we have been helping individuals and families develop their plan and navigate the twists and turns each year.
Whether you’re planning for retirement, becoming an empty nester, or navigating how to take retirement distributions, we are your thinking partner. We are here to make sense of it all, one step at a time. If now is the time for you or someone you know to get serious about your financial future, contact us. We’d love to be of service.
WHAT SETS US APART
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In Honor of Men's Health Month
"You are never too old to set another goal or to dream new dreams."
- C.S. Lewis
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Alexander Financial Planning | |
3600 Olentangy River Rd, Ste. C2
Columbus, OH 43214
614-538-1600
Office Hours:
Monday–Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 3:00 PM
Registered Investment Advisor
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This material is distributed by Alexander Financial Planning, Inc., (AFPI) and is for information purposes only. Although information has been obtained from sources we believe to be reliable, we do not guarantee its accuracy. It is provided with the understanding that no fiduciary relationship exists because of this report. Opinions expressed in this report are not necessarily the opinions of AFPI and are subject to change without notice. AFPI assumes no liability for the interpretation or use of this report. Financial planning, investment conclusions, and strategies suggested in this report may not be suitable for all investors and consultation with a qualified advisor is recommended prior to executing any investment strategy. No portion of this writing should be construed as legal or accounting advice. All rights reserved. | | |
© Alexander Financial Planning, Inc. | |
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