Kaizen Capsules

This Month’s Recap

• Stocks surge on receding inflation and recession worries
• Better-than-expected second-quarter earnings
• Overseas markets rallied following the lead of the U.S. markets

U.S. Markets

Q2 RECAP:

· Stocks and bonds were rattled by rising interest rates as the Fed took aggressive monetary tightening steps to combat accelerating inflation

· Higher rates and continuing supply chain bottlenecks sparked recession fears

This Month’s Recap

This Month’s Recap

You might be hearing a lot about I Bonds in the news. So, what are these I (for inflation) Bonds really about? I Bonds are designed to protect the value of your money from inflation and are 100% backed by the U.S. federal government.

 Q1 RECAP:

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

This Month’s Recap

This Month’s Recap