Important News for Our Clients
June Insights


“Someone's sitting in the shade today because someone planted a tree a long time ago.” ― Warren Buffett
Summer brings with it may joys—warm weather, sunshine, and a fresh mindset as families travel and enjoy a break from school—but it’s also frequently characterized by a slow down in the market. Thankfully, disciplined investors have nothing to fear from periods of relative market slowness. With a long-term plan in place that accounts for instability and is based on a person’s individual risk threshold, a summer slowdown won’t keep you from sitting in the shade in the years to come.

In another exclusive excerpt from the upcoming book 27 Principles Every Investor Should Know, the first article below discusses why investors shouldn’t panic if stock prices decline. If, like many people, you’re wondering how it’s already summer, you’ll love our next article, which features a simple Seinfeld-inspired productivity hack that can help you make the most of every day. Are you ready to hire employees or find a business partner? Be sure to read the following piece on important considerations you should make before adding to your business. We appreciate the author’s emphasis on interacting with potential candidates in a variety of settings. Lastly, enjoy this curated list of 36 movies coming out Summer 2019. There’s a great mix of box office films and streaming originals.

We hope you have wonderful summer plans in store. As always, if you have questions about your financial plan or upcoming life changes, please feel free to reach out.
Maureen McShane

Articles of Interest 

Investors never like to see stock prices decline, whether it’s a small dip or a sharp drop. In this piece from Loring Ward's upcoming book, 27 Principles Every Investor Should Know, author Steve Atkinson explains why a temporary loss doesn’t mean it’s time to sell. Hint: it all comes down to creating a solid plan that you can stick with. 

Time is quite possibly our most precious resource. Taking a simple tip from Seinfeld’s personal life, this article offers simple tips to make the most of each day so you can feel great and achieve your long-term goals—both professional and personal.

Whether you watch epic superhero movies at the theatre or would rather stay at home with a compelling Netflix film, you will find a movie to get exited about from this comprehensive list of the top 36 movies of Summer 2019. 

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