2021 Mid-Year Economic Update

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Diversification and strategic asset allocation do not ensure a profit or protect against a loss. The process of rebalancing may carry tax consequences.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. You should discuss any tax, legal or investment planning matters with the appropriate professional.

All indexes are unmanaged and cannot be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.

The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. Stock market. The Dow Jones Industrial Average (DJIA) commonly known as “The Dow”, is an index representing 30 stocks of companies maintained and reviewed by the editors of the Wall Street Journal. Index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary.

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