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May in Review & Update on Income Note Thumbnail

May in Review & Update on Income Note

Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15, and 20 year periods it’s insanely consistent. Having said that, the gyrations of the stock market is on a lot of people’s minds and I don’t want to ignore that. So, for this month’s post I want to focus a bit on what the stock and bond markets did in May as well as give an update on how our alternative investment, the income note, has performed so far.

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