Greetings Marianna!

I hope you had a wonderful Father’s Day celebrating the dads, grandfathers, and father figures who’ve helped shape our lives. Whether it was a quiet moment of gratitude, a lively family gathering, or a call to someone special, I hope the day was filled with appreciation and connection. 

We’re excited to welcome a new face to the CURO team! Please join us in giving a warm welcome to Mariah Spinelli, who recently joined us as Client Service Associate. We can’t wait for you to get to know her—she’s already a fantastic addition.

Summer is almost here — officially starting on June 20 (fingers crossed for sunnier days)! Alongside the summer vibes, we're featuring a helpful article on budget-friendly trip planning tips to make the most of your vacation.


As things slow down, it's a great time to pause for a mid-year financial check-up. We're here to help—check out the handy checklist below. And, finally, you'll find this month's market commentary from our Chief Investment Officer, Brad McMillan.


A big thank you to everyone who joined us for our Annual Shredding Event! It was such a pleasure to see so many familiar faces, and we’re proud to share that we collected generous donations to support the Ann Silverman Community Health Clinic—thank you for helping us give back to our community in a meaningful way.


Wishing you a relaxing and joyful start to summer!

 

With gratitude,

Marianna 

Our Purpose is Simple



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

6 Month Financial Check-Up 

June is a great time to assess your financial portfolio as it is the half-way mark through the year. Think of it as your six-month financial wellness check-up!

Financial Tips for Summer Vacation

Practical tips for enjoying a summer vacation without compromising financial goals.

Thank You to Our Community!

Our Annual Community Shredding Event was great again this year! Thank you to everyone who came out to benefit the Ann Silverman Community Health Clinic!

Insights From Our CIO:

Market Thoughts June 2025



Markets rallied in May, with the S&P 500, Dow, and Nasdaq up low- to mid-single digits for the month on solid fundamentals and reduced policy worries. Further, the average earnings growth for the S&P 500 during the first quarter was 13.5 percent, more than twice the initial estimates. The economic updates were also broadly positive. The April job report revealed continued solid hiring, and inflation showed signs of improvement, as consumer prices rose by less than expected. 


 Stay tuned, and follow Brad at 

blog.commonwealth.com/independent-market-observer

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Member FINRA/SIPC, a Registered Investment Adviser.

1705 Newtown-Langhorne Road, Suite One, Langhorne, PA 19047
215.486.8350 | info@curowm.com