July 2022

Hello all – I hope that summer is treating you well and that you’re finding time to spend doing the things that you love. As for me, I enjoyed a family reunion earlier this month, and got to watch my 17-year-old son driving the 1948 Chevy pickup truck that we inherited from my father-in-law at the annual 4th of July parade in Mount Shasta! My other three children sat in the back and threw candy to the crowd. 

As you know, I firmly believe that a personalized, proactive approach to financial planning is key in finding opportunities to add more of what you value to your life. I am here to provide you with the best possible wealth management experience – should you want to discuss your unique goals, please don’t hesitate to reach out.

Kindly,

Our team is growing! Please join us in welcoming our newest team member, Summer Frisk. We are excited to have her join as our new Office Administrator – you can expect to hear from Summer as she reaches out to schedule our regular meetings. If you ever need to touch base outside of our regular meetings, you are welcome to contact Summer directly via email

(summer@certuswealthmanagement.com) or by phone (650.292.2841) and she will coordinate meeting details. We look forward to the great contributions she’ll make to our team. Welcome, Summer!

The monthly inflation rate for goods and services in June 2022 increased by 9.1% compared to June 2021. Inflation can impact the value of your savings and investments, and can diminish your purchasing power over time. What does this mean for your goals? Read more about how you can strategically plan for current and projected inflationary conditions.

Did you know? Prices for raw materials like metals, commodities, and energy have steeply declined from recent peaks. Along with slower wage growth and the moderation of core pressures, some economists believe that inflation will decelerate later this year.

We are here for you. We are focused on helping you realize your financial goals, and greatly value your confidence and business. To discuss your financial future and objectives, please contact us.

Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser. 
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