A Day to Pause, Reflect, and Honor

Memorial Day is more than just the unofficial start of summer; it’s a day to honor the brave men and women who made the ultimate sacrifice while serving our country. As we gather with family and friends, enjoy the outdoors, or reflect on the freedoms we cherish, let’s take a moment to remember those who gave everything to protect those freedoms.

This Memorial Day, we pay tribute to their courage, their sacrifice, and their unwavering commitment to our nation. Whether through a moment of silence, a visit to a memorial, or a simple act of gratitude, we can ensure their legacy lives on.

Spotlight

Markets don’t usually crash in silence. They happen when everyone is most convinced they won’t.

That’s the unsettling thread running through 1929: Inside the Greatest Crash In Wall Street History by Andrew Ross Sorkin. It takes you inside the frenzy of one of the most infamous collapses in financial history, where optimism wasn’t just high, it was unquestioned.

What makes this book hard to put down is not just the scale of the crash, but how familiar the buildup feels. The confidence. The speculation. The belief that this time really is different. And then the moment everything isn’t.

It is part history, part warning, and part mirror. Because the forces that drove 1929 did not disappear. They evolved.

Book Threads series. Worth reading if you want to understand how easily certainty can become the most dangerous signal in the market.

Video

Ever felt the urge to "get out" of the market when things get volatile? You aren't alone. In this video, we break down why trying to time the market—selling low and waiting for it to "feel safe" again—often means missing the very recovery you need to reach your financial goals.

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Articles

Gardening in Retirement: A Hobby Worth Digging Into

Retirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one of the most popular answers, and for good reason. It gets you outside, gives you something to tend to each day, and produces results you can see. And in the case of a vegetable garden, eat.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Weave Wealth Partners are separate entities from LPL Financial.

*All investing involves risk including loss of principal. No strategy assures success or protects against loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

A Roth IRA conversion - sometimes called a backdoor Roth strategy - is a way to contribute to a Roth IRA when income exceeds standard limits. The converted amount is treated as taxable income and may affect your tax bracket. Federal, state, and local taxes may apply. If you're required to take a minimum distribution in the year of conversion, it must be completed before converting.

To qualify for tax-free withdrawals, you must generally be age 59½ and hold the converted funds in the Roth IRA for at least five years. Each conversion has its own five-year period, and early withdrawals may be subject to a 10% penalty unless an exception applies. Income limits still apply for future direct Roth IRA contributions.

This material is for informational purposes only and does not constitute tax, legal, or investment advice. Please consult a qualified tax professional regarding your individual circumstances.