Capital Group Mid-Year Outlook

The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How is the market hitting all-time highs while there is still so much uncertainty?”, or “Will inflation erode my quality of life in retirement?”

While we often hear negative and unsettling headlines from the media, there are many exciting investment opportunities on the horizon. The PDF below explores topics like inflation, Fed rate hikes, consumer spending, the digitization of the economy, electric vehicle adoption, global semiconductor sales, and the historical resilience of fixed income.

*Please note that the views expressed, along with any investments listed, are not necessarily the views of MarsJewett Financial Group.

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Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

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A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Social Security and the Pursuit of Financial Independence

Social Security and the Pursuit of Financial Independence

A lot has changed in the workforce – and human longevity – since the Social Security system was established in 1935. Nearly a century ago, retirement arrived at age 62, and many people passed away by age 65. Retirement was three years, not twenty-five or more. Today,...