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May 2019

Summer is upon us and we hope you have fun plans! We had a great time at the Spring Picnic and were very happy with the turnout. 


The US economy remains strong as unemployment numbers keep improving. There has been a lot of noise over the trade wars between the US and China. Please remember that China buys very little from the US relative to what we buy from them, making China and its stock market the greater loser should such a trade war escalate. 


LPL, our Broker Dealer, recently rolled out a program wherein clients can make a Trust the beneficiary for IRAs, verses named individuals. The benefit is to maintain control over how your IRAs get dispersed to your beneficiaries. Traditionally this has been done through private estate planning at a significant expense. Please let us know if you would like to explore this option without the usual estate planning costs. 


Our own Rob Wright is the guest artist with the Tucson Pops Orchestra’s Music Under the Stars May 26th at Reid Park from 7:00 – 9:00pm. We hope you can join us for a great Arizona sunset and evening under the stars. Bring a blanket or chairs and enjoy great music on a warm Tucson evening. We will be giving away CDs and providing Eegees to go with your picnic. We hope you can make it. 


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.