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From Tom's Desk
Greetings!

Summer Makes a Hot Entrance

As we approach the halfway point of 2026, one thing is certain—it's been a hot year. From tensions in the Middle East, to soaring summer temperatures, to an economy that continues to surprise many observers, the headlines have given us plenty to watch. Yet amid the heat, there are also encouraging signs. As always, we remain optimistic while keeping our eyes wide open to both opportunities and risks.


This month, I'm featuring a brief video from my lead portfolio manager, Rich Limekiller, Senior Portfolio Manager and Managing Director at RBC Rochdale. RBC Rochdale continues to be my most trusted resource for economic research and investment guidance, and Rich provides an insightful perspective on today's markets. I think you'll find his comments both informative and reassuring.


I also have exciting news to share. In the coming weeks, I'll be announcing an important expansion of Licciardello Financial Services that will enhance the way we serve our clients while strengthening the continuity of advice you can count on for years to come. Stay tuned—I'm looking forward to sharing the details.


Until then, all of us at Licciardello Financial Services wish you and your family a safe, relaxing, and Happy Fourth of July!



In the meantime, as I so often remind you, if it's been a while since we've last met, especially if there have been any changes in your life, please reach out to schedule time to meet. By Zoom or in person, the coffee is always on!


Happy summer! As we reach the halfway mark of 2026, it’s a great time to pause, reflect on our progress and align on priorities for the months ahead. Click on the image below to view Rich's video:


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!
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Your Trusted Financial Advisor
Tom
Tom Licciardello, CFP

Cindy Campbell, Financial Services Administrator

 
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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!