As we reach the end of summer, parents are ready for kids to go back to school, and are helping their college student settle into their dorm. Recent graduates are also getting ready to start new jobs, making a big transtion from student to professional. You might have someone in your life going through this for the first time and might need some guidance. It is important to have this conversation with children and grandchildren just beginning their financial journey. If you have questions on the best way to do this, you can always give us a call. In this newsletter, we have featured an article by David Booth, which discusses Practicng Healthy Habits and Pursuing Wealthy Outcomes. We encourage you to pass it on.
You’ll also notice a new take on the Market Commentary. Watch “The Economic Outlook for Q3 2023” for a look ahead.
As always, feel free to reach out to your advisory team with any questions.