Newsletter: June 2023
To My Readers,

A great lesson we all learned from the 3+ years since the onset of the COVID pandemic is that, in the short run, anything is possible.

- A hundred-year global-health crisis
- A 19% contraction in US GDP that began and ended in 3 months
- A 25% equity market decline over 10 months in 2022
- A 40-year explosion in inflation
But, in the long run, things are more predictable.

Since 1972, the S&P 500’s value has increased 30x. Its average annual compound rate of return, including dividends, was 10.2%. And this is despite having lost -50% three different times during that period!

Have an investment plan and stick to it throughout the ups and downs. Over the long run, you will be rewarded

Beacon Financial Group
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Do You Have a Plan?

You can have all of the raw materials, but without a plan, you won’t be able to build a house.
The same goes for your retirement.
You may have a large nest egg, but without a plan on how to use it, it is nothing more than just a number
Do you have a plan on how your hard-earned assets will translate into your ideal life?
Or, are you just winging it?

The opinions voiced in this material are for general information only and are not intended to provide specific advice financial or tax recommendations for any individual.
All performance referenced is historical and is no guarantee of future results.
All indices are unmanaged and may not be invested into directly.