A Note From The McIntosh Group

This note from The McIntosh Group, reflects on the recent market's "longest winning streak in 20 years" following a previous discussion on perspective. It includes two past "Client's Corner" pieces by Nick Murray from April and May, emphasizing the importance of historical perspective in investing, and thanks clients for their recent referrals.

John is reassuring clients during market volatility ("Tariff Tantrums") by drawing on his 40 years of experience and highlighting the importance of perspective, while also reminding them of tax season updates and offering their tax planning services. He encourages clients to reach out and has attached their updated Key Financial Data for 2025.

This newsletter emphasizes that market volatility is a normal occurrence that cannot be predicted, encouraging clients to focus on being out of debt, maintaining appropriate asset allocation, and having a suitable time horizon for investments, while referencing Warren Buffett's recommendation of Rudyard Kipling's poem "If" for maintaining composure during market corrections. John suggests the recent market activity might be a correction triggered by policy changes, viewing it as the market's response, and reassures clients of the team's availability for individual discussions.

This bi-weekly update thanks clients for their feedback and encourages continued communication, attaching information on the Social Security Fairness Act, particularly relevant for Kentucky public-school teachers, and introducing the newest team member, Stella Kyle, who shares a brief personal background. John and Stella express their gratitude for the opportunity to connect with and serve their clients.

This semi-monthly newsletter provides updates on Baird tax information, and features two attachments: one on the Social Security Fairness Act and another with Nick Murray's perspective on market volatility. The team also bids farewell to Logan Hall and welcomes his successor, Stella Kyle, assuring clients of their continued support during market fluctuations and encouraging them to reach out with any concerns.

This newsletter introduces a new weekly newsletter format designed to provide easy access to Baird's resources via hyperlinks, including market insights and contact information for The McIntosh Group. It also announces upcoming features like team introductions and the Crystal Ball Awards, which will highlight best practices for financial planning in an uncertain future, encouraging feedback on this initial attempt.