Here is our June 2017 Monthly review.
Hard to believe we are ALREADY at the half way point of 2017 … A little early due to the Holiday schedule.
Here we go!
Financial Planning Tip-
Safely Hand Off VERY Important Documents
With a few services still showing too much confidential information such as social, bank and date of birth, in our post here we reminded everyone of how to easily hand-off that VERY confidential document.
Also as a reminder, one of our projects over the latter part of the summer will be a set of 1 minute videos on how to use the New Total Vault and feature such as this one … Looking forward to completing them !
Capital Market Comments
Rates are Rising
This chart shows does a great job of showing the rate increases as they have occurred. So far, market participants are taking the rate increases in stride.
We continue to believe higher/more normal rates are a good thing!
Happy Mid-Year point!
Let the 100 degree days begin !
John A. Kvale CFA, CFP