Hello Marianna,

I hope you’re doing well and gearing up for Summer days! This month, we want to celebrate the joy of engaging in random acts of kindness. With our never-ending to-do lists and hectic schedules, we challenge you (and ourselves) to choose one activity from the Meaningful May calendar below to brighten someone else’s day this month.

Other than kindness, this month’s newsletter is all about the Benjamins! Check out the articles below to learn about the Dollar’s Staying Power and Why You Shouldn’t Panic, plus information on how much coverage you have under FDIC Rules (and what FDIC Rules are)!

Next up, in CURO news, please join us in welcoming our newest Client Service Manager Leslie Tritschler! Read more about Leslie’s role at CURO below and feel free to shoot her a welcome message to leslie@curowm.com!

Also, as a reminder – Mark your calendars and tell your friends!

We will be hosting our biennial Shredding Event on Saturday, June 10^th, 2023 from 10AM – 1PM at our office!

All are welcome to drive-up and drop-off any documents that must be securely destroyed, think:

- Tax Returns and Forms

- Bills and Credit Cards

- Any documentation with your personal information (SSN, Address, Account Numbers, etc.)

At this event, we’ll be collecting donations for Unite for Her, a non-profit foundation that helps “every person with breast and ovarian cancers feel the support of a loving community” by giving them access to comprehensive education, services, and tools to enrich their health and well-being.

We are so excited to see you at our Shredding Event and hope you have had a splendid Spring!

Any questions about the information in this newsletter? Reach out to us for the answers!

Until next time,

Marianna

Our Purpose Is Simple:

To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.

Spreading Kindness One Day At A Time

The Dollar’s Staying Power and Other Reasons Not to Panic

Recent news about bank collapses, the uncertain future of the U.S. dollar, and other worrisome scenarios have caused concern among investors—and sparked many questions.

Brad McMillan, CFA^®, CAIA, MAI, managing principal and chief investment officer at Commonwealth Financial Network^®, the firm we partner with to serve you, addresses those troublesome headlines in his recent article, “The Dollar’s Staying Power and Other Reasons Not to Panic.” Brad offers an explanation of “panic memes” and evidence of why they aren’t, in fact, a reason for concern.

How Much Coverage Do I Have Under FDIC Rules?

When you walk into your local bank, you often see a sign that says: “Each depositor insured to at least $250,000”. Knowing that your banking institution is FDIC insured should bring you peace of mind, but then you might think: what is the FDIC? How do they insure my deposits? What are the rules?

Read this article to understand the rules plus how your assets are protected with Commonwealth Financial Network’s Core Account Sweep Programs.

Read More Here

Insights From Our CIO:

Market Thoughts, May 2023

Brad McMillan, Commonwealth’s CIO, recaps April’s market and economic news. After a strong March, financial markets were mixed in April. U.S. markets were up by low single digits, bond markets showed small gains, but emerging markets pulled back. Concerns around inflation and the banking crisis lingered, contributing to the uncertainty about the Fed’s next move. Still, job growth remained at a healthy level, consumer confidence was up, and earnings data beat expectations. So, is a recession still on the horizon? Stay tuned to find out.

Listen Here!

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Securities and advisory services offered through Commonwealth Financial Network®,

Member FINRA/SIPC, a Registered Investment Adviser.

1705 Newtown-Langhorne Road, Suite One, Langhorne, PA 19047

215.486.8350 | info@curowm.com