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Monthly Newsletter
May 2023
After a strong March, financial markets were mixed in April.
There is little doubt the economy is softening. It isn’t yet in negative territory. The prospects of a recession continue to be present. Banking concerns are not fully gone, and the looming Debt Ceiling debate are going to dominate the noise over the next month. These are all real risks and we do have tools to navigate these risks. We are here with you as risks will come and go and as we see salient commentary, we will forward along to you. In the meantime, please call with any questions or concerns you have.

Peace,

Will
Team Notes
Will's Top Ten - Comfort in times of grief

This month isn’t typically a topic of discussion in a Financial Services Newsletter but it is something we have all experienced - comfort during a time of grief. This time of year I recall my parents’ deaths, they both passed away in the Spring, 21 years apart. As time passes, the centered sadness around those losses is diminished and exchanged with a combination of acceptance and a need to center myself on happiness.
All the memories blend together but I clearly remember each of their funerals. I'm reminded every time I attend a funeral. What I am struck by is the irony that there is joy to be found in a funeral setting. I don’t suggest that joy is the pervading feeling, but I find it comforting that joy shows up in bursts in the midst of profound sadness.
So, I thought I would share my top 10 joys I have experienced during a funeral of someone I love:

  • Laughter with family members as we cheer each other up. Some of it deliciously irreverent.
  • Connection with siblings and the natural support we provide with tears, laughter, and a touch
  • I hear a song that reminds me of the loved one lost
  • Hearing a friend of the deceased loved one tell a story about them you had never heard before
  • Sharing grief with someone you never expected would be as wounded as you
  • Having someone drop off food that knocks your socks off because it tastes so good
  • Hearing another family member summon their favorite thing about your loved one and you realize they captured them perfectly
  • A eulogy that is heartfelt and insightful
  • Finding a memento that is meaningful to you and then tuck it away somewhere you can find it to remind you of your lost loved one
  • Reading an old letter from them and finding comfort and reassurance
April brings milestone birthday celebration for Kurt's family.

We celebrated my Mom's 80th birthday this month. We surprised her by having her family, friends and neighbors over at our house. It was a great time, she loved it. She was able to catch up with some old friends she hasn’t seen in quite some time. Pictured here is my Mom, wife Tammy and myself.

Heidi’s Spring Favorites
I love nature and being out in it, every season! Spring, especially this one, comes along at just the right time and I really enjoy watching it all unfold.

I know Spring is around the corner when I hear the birds chirp again and see many flocks heading north. Birds aren't the only critters making appearances, like, toads and frogs.

Of course tree blossoms and all the new spring flowers make it all so pretty. Our land at the lake in the spring is covered with Jack-in-the-pulpits!

For those of you who like birds, there is a great website on bird migration: birdcast.info.
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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC,
a Registered Investment Adviser. Fixed insurance products and services offered by Shamrock Wealth Management
or CES Insurance Agency.
Will Berigan CFP Wealth Advisor Shamrock Wealth Management | shamrockwm.com