Summer 2024
What’s happening at Three Oak
From family gatherings to exploring new destinations, we’re making the most of this vibrant time of year! We’d love to hear about your summer adventures too. Whether you’re lounging by the beach, hiking in the mountains, or simply enjoying a backyard barbecue, share your favorite moments with us.
Employee Benefits call— Be on the lookout for an employee benefits email where you can schedule a call with our team. Feel free to email Ryan or Raquel to schedule your call!
Industry Updates
- Soft landing possible? M2 Slowdown Finally Gaining Traction
- What does the Conference Board have to say about recession?
- The magnificent 7 have driven market performance so far this year. Here’s some data on how the different segments of the US markets are currently priced (P/E ratios) relative to their 20-year averages.
Mark Your Calendars
Important dates you should know:
- 2024 Summer Olympics Games in Paris! The opening ceremony was held on July 26th, 2024 and will take place in Paris from July 26 through August 11th. Check out our Olympics trivia HERE! The first 2 people to email Raquel with the correct answers wins an awesome prize! May the odds be ever in your favor!
- FED Open Market Committee Meetings: September 17-18, November 6-7, and December 17-18
- FAFSA for 2024-2025: This year, availability will commence in December, whereas in previous years it began on October 1st.
Need Something to “Geek Out On”?
- Shawn is reading– Living Untethered: Beyond the Human Predicament by Michael A. Singer
- Liz is reading—“Lesson in Chemistry” by Bonnie Garmus
- Adam is reading – “Pain Free” by Pete Egoscue (recommended by our client Cindy Miles)