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From Tom's Desk
Greetings Thomas,

We are Half-Way There..... How Did We Do, Where are We Going?

It's not just the weather that's been hot...we've had a pretty hot market lately, but now the concern (as always) is, "But where do we go from here?"


While there is nobody who can answer that question with 100% certainty, we are fortunate to have economic experts that can share the data that can clarify how we got where we are so far, and the indicators that can help us project where we might be in the next six to nine months.


Please take a few minutes to watch two brief videos; the first from City National Rochdale's Senior Portfolio Manager, Charles Boettcher, who discusses the key factors that will influence performance in the second half. The second is a review of CNR's "Speedometers" - key economic indicators, presented by Charles Luke, Chief Investment Officer at CNR.


But first, read my list of three things you can do to keep yourself cyber-proof. Given the news of the most recent global tech outage, it's a good time to review your own safety measures. Keep yourself safe!


Lastly, as you hear me say in every newsletter, keep in touch. If we haven't met recently, if you've had a change in your circumstances, or if you'd just like to share a cup of coffee, give me a call so we can find a good time for you.


Keep Yourself Cyber Safe with These Three Recommendations


Staying cybersafe is crucial in today’s digital age. Here are the top three things you can do to protect yourself online:


Use Strong, Unique Passwords and a Password Manager:

Enable Multi-Factor Authentication (MFA):

Keep Software and Devices Up-to-Date:

By following these steps, you can greatly enhance your cybersecurity and protect your personal information. Stay safe online!

Earnings Are Key To Second Half


July 2024....click image below

Forward-Looking Six to Nine Months



July 2024....click image below


With a steady hand on the tiller, we believe we can navigate through the challenges that the future may bring. Good planning plus good advice yields success. But, don't forget that it all starts with a good plan. Are we up to date? If not, let's meet!
Tom's Direct Line - 978-903-0325
 
 
Your Trusted Financial Advisor
Tom
Tom Licciardello, CFP

Cindy Campbell, Financial Services Administrator

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Janice Otis, Employee Benefits Director

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When conditions become volatile and confusing, there is no more important time to have a Trusted Financial Advisor to help guide you. Please remember that you have unrestricted access to us. Call or email any time!