We have several highlights from last week’s market activity, as well as stories from our community. As always, we remain committed to helping you navigate the ever-changing investment environment.
The following highlights should not be viewed as a recommendation, nor is this a notification of an impending change in asset allocation. For more information, please contact your advisor with any questions.
MARKETS & OFFICE CLOSURES: Monday, September 2nd for Labor Day
Chart reflects price changes, not total return. Because it does not include dividends or splits, it should not be used to benchmark the performance of specific investments.
Source: Broadridge Investor Communication Solutions, Inc.
Source: Broadridge Investor Communication Solutions, Inc.
Linette and Jennifer spent a few days last week in New York with Jennifer's daughter, Cydney. This was in celebration of her graduation from Wilsonville High School and her acceptance to Cal Poly San Luis Obispo. This trip was our gift to Cyd who had NYC on her dream list. Among the experiences all visited the Statue of Liberty and Ellis Island, The 9/11 Museum, the Empire State Building and the Farmers Market at Rockefeller Center.
Sarah and her family attended the event hosted by Alberta Main Street. The event continues to be one of Portland’s most beloved neighborhood street festivals, drawing more than 25,000 people annually. Donations support building a vibrant, creative, equitable, and sustainable Alberta Street.
Joel's cousin hosts an annual fundraiser event for family and friends on his ranch. Guests camp out, listen and enjoy the live music, share stories and games. Fundraising proceeds helped benefit the Baker Valley Education Foundation. This year was particularly exciting with a massive thunder and lightning storm. Lightning struck just a football field away!
These highlights should not be viewed as a recommendation, nor is this a notification of an impending change in asset allocation. For more information, please contact your advisor with any questions. Opinions expressed in the attached article are those of Judith McGee and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of McGee Wealth Management and not necessarily those of Raymond James. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. . Investing involves risk and you may incur a profit or loss regardless of strategy selected. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Dow Jones Industrial Average (DJIA), commonly known as “The Dow” is an index representing 30 stock of companies maintained and reviewed by the editors of the Wall Street Journal. The NASDAQ composite is an unmanaged index of securities traded on the NASDAQ system. The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which represent approximately 8% of the total market capitalization of the Russell 3000 Index. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. Past performance does not guarantee future results. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Asset allocation and diversification do not ensure a profit or guarantee against loss. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any websites's users and/or members.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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