It’s amazing how time flies. It felt like it was just yesterday that 2018 just began and we had a foot of snow on the ground.

As the temperature rises and we enter into summer, for us at Mission Point we realize that almost ½ of the year is almost over—and that means it’s time for annual summer market update and client appreciation event ”Halftime 2018”

And wow, what a year 2018 has already been. The slow roll of market turbulence we discussed in February hasn’t subsided one bit and seems to be increasing! (Thanks Italy) We will certainly have a lot to discuss.

Mark your calendars and “Save the Date” for Wednesday July 25th from 6:00-8:00pm at our conference center at 3290 West Big Beaver Suite 195 Troy, MI 48084.

Stay tuned for the official invitation but mark your calendars now. And don’t forget to bring a guest, we always have plenty of food and drink so the more the merrier!

click on the link below for this month’s newsletter!

Mission Point June E-Newsletter

Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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