JPJ Newsletters

• Quarterly Economic Update Second Quarter 2026: The second quarter of 2026 demonstrated an important lesson for investors: markets can continue to advance even when uncertainty dominates the headlines. Persistent inflation concerns, heightened geopolitical tensions, high energy prices, and evolving expectations for Federal Reserve policy all contributed to periods of market volatility. Despite these headwinds, U.S. equities recovered from a difficult first quarter and continued their longer-term upward trend, leaving the major market indices higher after the first half of the year.

• Estate Planning Essentials for Everyone- Estate planning is one of the most important steps individuals and families can take to protect their finances, healthcare decisions, and loved ones. While many people believe estate planning is only for the wealthy, the reality is that every adult can benefit from having basic legal documents in place. 

• Helpful Information for Filing 2025 Income Taxes and Productive Tax Planning for 2026 - Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax saving opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach. We hope you find this report helpful.

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