Your Monthly CURator

Greetings Marianna!

We are thrilled to share a special milestone with you – CURO is celebrating its 10th anniversary! This decade-long journey has been filled with remarkable achievements, and we owe much of our success to valued clients like you.

Reflecting on the past ten years, we are proud of what we have accomplished together.

As we look forward to the future, we remain committed to serving you with the same passion and excellence that has brought us to this significant milestone. We are excited about the new opportunities and adventures that lie ahead, and we are eager to continue this journey with you.

To celebrate, we hope you will join us at out 10th Anniversary Celebration on September 29th at the breathtaking Grounds for Sculpture. Please be on the lookout for formal invitations with further details and RSVP! We cannot wait to celebrate with you!

Thank you once again for your unwavering support and for helping us become who we are today. Here's to many more years of success and collaboration!

This month, check out the articles below to learn more about Qualified Charitable Distributions and how you can impact our community, the most recent Market Update, and tips for extending your Spring cleaning to your finances.

As always, wishing you health, wealth, and happiness this Summer!

Marianna

We Want to Hear From YOU!

Our Purpose is Simple

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

Spring Cleaning You Finances

Sweep up old spending habits and dust off your trusty budget worksheet. Check out this article from the Balance Blog to finish up your 2024 Spring cleaning before the summer fun begins!

Learn More!

Mel's QCD Blog

Many people do not know they can make Qualified Charitable Distributions to support charities and institutions important to them and their communities. So, what exactly are QCDs, and how do they intertwine with the narratives that will be housed within this remarkable location in our community?

Read the Blog Here

Insights From Our CIO: Market Thoughts

June 2024

Commonwealth CIO Brad McMillan recaps May’s market and economic news. Most stock indices were up from 3 percent to 6 percent in May, and the S&P 500 and Nasdaq reached new all-time highs. The April employment report and declines in consumer and business confidence helped calm investor concerns about inflation and took interest rates down a bit. Companies showed strong earnings growth, providing a solid foundation for the market. With slower economic growth and stable market fundamentals, will we see continued expansion in June? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.

Watch Here

Business Spotlight: DIY Hip Chicks

You may remember the webinar CURO hosted with Beth Allen (the founder of DIY Hip Chicks) when she taught us about how to work with the contractor to achieve your goals and the projects you can take on yourself!

Check out the DIY Hip Chicks YouTube channel and website to learn more about the courses she offers and blog with quick tips for every homeowner!

Connect With Us On Social!

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