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A strong U.S. economy has stretched asset values and caused a run-up in interest rates, leading the financial markets to one of the flattest first-half performances in recent history. We look for earnings to catch up to valuations and hope for a positive end to the global trade wars in the second half of this year. Most importantly, we remain adherent to our mission of optimizing your investment portfolios and planning for your ideal future.

As always, we are here for you. Please feel free to reach out with any questions that you may have.

All the Best,

Mark, Bart, Leslie & Stella