Bull Run: A Deep Dive into the 2nd Quarter Market Surge (Ep.92)

Retirement Plan Playbook

In this episode, we provide a comprehensive review of the financial market's performance over the past quarter.

We begin with a discussion on:

• The significant drop in inflation rates, a key indicator of economic health.
• The Biden administration's decision to resume federal student loan payments, a move that impacts millions of borrowers.
• Nvidia's impressive entry into the $1 trillion market valuation club, a testament to the growing influence of AI.
• Fidelity's filing for a spot bitcoin ETF, a move that could potentially revolutionize cryptocurrency investment.
• Apple's launch of the Vision Pro mixed reality headset, a product that could redefine the tech landscape.
• Soccer legend Lionel Messi's decision to join MLS club Inter Miami.

In our Retirement Planning Corner, we provide an overview of:

• The year-to-date returns of major indices, including the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite.
• Current interest rates, a crucial factor for investors and borrowers alike.
• The state of the stock market, with visuals to illustrate key trends and movements.

We also share our personal investment strategies and financial planning goals, offering insights into:

• Our portfolio management tactics.
• Our approaches to maximizing 401k contributions.
• Our strategies for navigating higher prices and budgeting effectively.

Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights and expert analysis on the latest market trends and financial planning strategies.

Connect with RPA Wealth Management:

• [e-mail]
• [phone]
• RPA Wealth Management
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: RPA Wealth Management