SUMMER SAVING FOR TOMORROW

Put aside some time this summer to save for retirement. This may be a good time to sit down with your advisor for a review of your plan.

Create a savings plan 

A good savings plan will have five steps:

▶ Assessment

▶ Set Goals

▶ Create a Plan

▶ Implementation

▶ Monitoring & Reassessment

Commit to your dream

Remember why you’re doing this and remind yourself about your goals for the future.

THE MONTH IN BRIEF

The S&P 500 Index added 4.8%

Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nasdaq composite picked up 6.88 percent.¹

^{1. WSJ.com, May 31, 2024}

Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer Member FINRA/SIPC. www.lincolninvestment.com M3 Investment Services and the above firms are independent and non-affiliated. Social Security  claiming services are not offered through, nor supervised by, TheLincoln Investment Companies.

S&P 500 Index is an index of 500 of the largest exchange-traded stocks in the US from a broad range of industries whose collective performance mirrors the overall stock market. The Dow Jones Industrial Average is a widely watched index of 30 American stocks thought to represent the pulse of the American economy and markets. Investors cannot invest directly in an index. The NASDAQ is an index that tracks the cumulative results on a market capitalization basis of all stocks trading in the NASDAQ system. Investors cannot invest directly in an index.Past performance is no guarantee of future results. 6/24