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In one of our recent E-Newsletters, we touched on how we believe a switch from a highly concentrated market to a more evenly balanced market is near. Let’s revisit some of our thoughts on market concentration!  #LeeStoerzinger #LeeStoerzingerWealthManagement #FinancialAdvisor #Advisor #WealthManagement #FinancialAdvice #FinancialIdeas #FinanceIn2024 #LifePlanning #FinancialPlanning #OurComprehensiveListOfServices #ListOfServices #FinancialServices #FinanceManagement #MarketConcentration 

Only Put Off Until Tomorrow What You Are Willing to Die Having Left Undone In the world of investing, seizing opportunities and making strategic decisions in a timely manner is crucial for long-term success. As a veteran Investment Advisor with extensive experience in investing with Health Savings Accounts (HSAs), I am thrilled to share with you three Dividend Aristocrats that are poised for dividend growth and long-term returns. These companies have demonstrated resilience and stability throughout the years, making them prime choices for HSA investors like yourself. Discover Three Dividend Aristocrats Poised for Dividend Growth and Long-Term Returns 1. #SPGI - S&P Global Inc.: S&P Global is a leading financial information and analytics company that provides essential insights to clients worldwide. With a track record of consistent dividend growth and a strong position in the market, SPGI is well-positioned to continue delivering impressive returns. 2. #BDX - Becton, Dickinson and Company: BDX is a global medical technology company that specializes in developing and manufacturing innovative healthcare solutions. With an unwavering commitment to advancing healthcare and a string of dividend increases over the years, BDX is a solid choice for investors seeking both capital appreciation and dividend growth. 3. #WMT - Walmart Inc.: Walmart needs no introduction as one of the world's largest retail corporations. With its expansive reach and consistent demand in the consumer sector, Walmart presents a compelling investment opportunity. The company has a history of raising its dividends and has successfully adapted to ever-evolving market dynamics. Act Now to Avoid the Fear of Missing Out! Investing in these Dividend Aristocrats not only aligns with your financial goals but also contributes to your overall well-being. By growing your HSA through strategic investments, you secure a brighter future for yourself, your family, and your health. Don't let the Fear of Missing Out hold you back from taking advantage of these opportunities! Take action now and embrace the power of investing in your healthcare future. Start maximizing the potential of your HSA today by exploring these three Dividend Aristocrats and positioning yourself for dividend growth and long-term returns. #HSA #Investing #Healthcare #Health #Family #Wellness 💪📈💰

Happy Thursday Everyone, In this week's Market Minute we highlight some facts surrounding the current state of small capitalization companies in the U.S. stock market. Thank you to our friends at MRB Partners for their research capabilities. 1) Relative to large companies, small sized companies are trading at a large discount (roughly 20%). 2) Small sized companies look to be in an oversold position in response to investors shunning the higher risk associated with smaller companies compared to their larger counterparts that have bigger war chests to withstand the unknown up and downs the economy could bring and better current earnings. 3) They haven't yet shown any signs that earnings will improve. As a result, This could be reason that small capitalization stocks are trading at a lower valuation to their counterparts. In summary: Does this mean one should abandon small companies in their portfolio? Absolutely not, since they provide great diversification and growth potential since today's minnows could be tomorrow's leaders. More importantly, the message is to make sure you double check before doubling down into "cheap" parts of the market. Have an amazing Thursday! Disclosure: Lifestyle Planning is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Last week was a rollercoaster week for investors. According to the Financial Times recent article, it was "a week of volatile trading that included some of the worst and best days for US stocks in almost two years". We in MyWealthManagement are firm believers that it is time in the market that matters most and remaining invested through different market cycles. If trying to predict the best time to buy-in and sell-out of the market, it is possible that you may miss the market’s biggest gains. Rather than trying to predict market highs and lows, it’s important to remain invested through a full market cycle. While it can be difficult, we urge clients to focus on the time they stay invested, not the timing of their investments. The below graph from New Ireland demonstrates the impact of missing the best days (which we define as best days of return on investment) over the last 20 years below:. By staying fully invested over the past 20 years in global stock markets, an investor would have earned €24,439 (gross of tax and charges) more than someone who missed the market’s 10 best days.

The United Kingdom market presents itself as a great investment opportunity to take long positions in its shares(FTSE 100, London) as well as bet on the strength of the British pound against the dollar(GBP/USD). A better expectation of interest rate reduction, currently at 5.25%, due to the growing confidence in reaching the inflation target, is a sign of an improvement in stock returns as well as the valuation of companies. Political uncertainty seems to be under control for at least many more, compared to its European peers. The British stock market (FTSE 100) has appreciated by about 30% in the last 5 years, Eurostoxx 600 achieved 45% and the S&P 500 achieved 95% in the same period.The bet on the GBP/USD is constructive heading for $1.40 per pound.

Today marks the beginning of the first half of July, which is traditionally considered the best period of the year on historical averages. The market saw gains in big tech. https://buff.ly/3L6wx4j #bestweeks #marketupdate #bigtech

Check out this article for more insights into the markets for the days ahead.

After a summer of big market swings and uncertainties, it’s time for investors to renew their focus on what matters most. This week, #TopMarketTakeaways reviews some of the timeless keys to investing in any market. https://bit.ly/4e4KtZI

It’s important for regulators to understand that financial firms are all running platforms to know how they compete. When economies of scale and market quality aren’t part of the regulators’ cost-benefit analyses, economic outcomes will make the market less efficient. Learn why with Nasdaq Chief Economist, Phil Mackintosh as he shares examples of platforms, what economics matter for exchange customers and how exchange customers also operate platforms in this week's #MarketMakers: http://spr.ly/6048kZejr

After a summer of big market swings and uncertainties, it’s time for investors to renew their focus on what matters most. This week, #TopMarketTakeaways reviews some of the timeless keys to investing in any market. https://bit.ly/4d09Ryc