I hope you have had an opportunity to enjoy the summer and to refresh body and spirit in preparation for the solemnity of the High Holidays.

Among Rosh Hashanah's most important teachings is that life is short, that life is not to be taken for granted, that life is meaningful. To make it easier for you to focus on these questions, the JRB offers three types of complimentary insurance coverages that ensure your family will receive financial support if the unthinkable should happen to you. It may not be everything you need, but it does provide a baseline of economic resources. Learn more below.

This summer has also seen continued volatility in investment markets. It might not feel like it, but July was the best month for the S&P 500 since November 2020! For more perspective, take a look at the 2nd quarter market analysis produced by the JRB's investment consultant, CAPTRUST. As long-term investors, I hope you find this perspective useful.

If you have questions about these insurance benefits or CAPTRUST's market assessment raises questions in your mind about your asset allocation and long-term financial plan, please contact us via email or call us at 888-JRB-FREE (572-3733) to discuss your specific concerns.

Wishing You and Your Family a Shana Tova u'Metuka,