Following a period of historically strong stock market returns over the past year and quarter, the Nasdaq posted its largest single-day decline in a year, falling 4.2% earlier this month.

Somewhat counterintuitively, this drop came on the heels of an encouraging jobs report. While strong employment data is broadly positive for the economy, it also heightened the possibility of a Federal Reserve rate hike before year-end.1 Adding to investor unease, a brief re-escalation of tensions in the Middle East brought geopolitical concerns back to the forefront. Although market swings are a normal part of investing, the current episode of volatility has identifiable causes that historical context can help to clarify.

Just as architects design structures to endure all kinds of weather rather than only ideal conditions, investors can benefit from maintaining risk management and portfolio balance even during periods of strong performance. Appreciating positive market results is important, but it is precisely during favorable periods that investors are in the best position to ensure their portfolios are ready for a range of outcomes.

Financial Health Check-In

If you know someone wondering whether they’re on track, our Financial Health Check‑In offers a simple way to assess their financial well‑being and uncover key opportunities. That’s why we created this streamlined process, focused on three core areas:



• Balance Sheet Assessment - Review assets and liabilities; strengthen your financial foundation.

• Workplace Benefit Review - Maximize 401(k), stock options, HSA, and other benefits.

• Retirement Trajectory - Define your “Financial Freedom” goal and model your path.

The guide offers clear insights and actionable steps to help strengthen your financial future. If you or someone you know would find this guide helpful, feel free to reach out to us with any questions.

We’re proud to be a sponsor of this year's Cooper Davis Memorial Foundation Virtual 5K, supporting the mission to educate teens, parents, and communities about the dangers of counterfeit pills and fentanyl. Participants can run or walk anytime between June 13-21 and help spread life‑saving awareness by sharing their experience online. Click here to learn more.

As always, please do not hesitate to reach out if you have any questions.

Sincerely,

Matt Gazaway, CFP®  |   Greg Dillard, CFP®

(913) 276-7110

matt@bridgequest.com | greg@bridgequest.com

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