July 25-26……….. Federal Reserve Open Market Committee meeting
Sept 4 …………….. Labor Day – The financial markets are closed and so are ZRC’s offices.
Sept 10……………. Grandparent’s Day
Sept 15……………. 3rd Quarter Estimated Tax Payment due
Sept 15……………. Partnership & S-Corp 2022 tax returns due if an extension was requested.
Sept 19-20………. Federal Reserve Open Market Committee meeting
Oct 15…………….. Medicare Open Enrollment begins.
Oct 16…………….. Extended Individual Tax returns due
Oct 17…………….. Deadline to contribute to Solo 401(k) or SEP Plan for 2022 by Self-Employed
Keeping things in perspective
Rest assured, the ZRC Wealth Management team is diligently monitoring economic and market developments, strategically positioning you to capitalize on opportunities while mitigating potential risks. Our objective is to support you in achieving your life goals.
Although it may be tempting to try to outperform the market through speculative bets or timing investments, our approach places emphasis on making informed and diversified investment choices. We firmly believe in staying invested in the market to benefit from positive market events such as:
- The bull market that began in October 2022
- Inflation trending lower
- The improved possibility of a soft landing in the U.S. economy
Our commitment is to focus on the long-term and uphold a well-rounded investment strategy on your behalf. As you enjoy your summer with your family and friends, creating cherished memories that will endure, we will be here, dedicated to managing your financial well-being.
All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future returns. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index.
