07/06/2026
I'm excited to share the summer issue of On Wealth, our new quarterly newsletter for clients and friends of The Wealth Advisory Group.
Each issue, On Wealth brings you a mix of market perspective, planning ideas, and a little seasonal inspiration — all in one place. Here's what's inside this summer's edition:
Market Update — A mid-year look back at how stocks have performed in 2026, plus what we're watching for the second half of the year (inflation, the Fed's next move, and a few other things worth keeping an eye on).
Travel & Leisure — Two of our favorite Maine summer getaways: a lakeside retreat on Sebago Lake and coastal charm along the Kennebunkport coast.
Sports Tip — Why this is the summer to try sailing, with a few easy ways to get out on the water.
Tax Tip — Why mid-year is actually the best time to think about a Roth conversion, and how to know if it makes sense for you.
Summer Recipe — A grilled striped bass recipe with lemon-herb butter that's perfect for a deck dinner or entertaining guests.
To access the full newsletter, click here: https://tracking.us.nylas.com/l/416703a45f794f5fae4102134a94a47a/0/53a82472b4622df716d4f96b51ee062982da071baee37d75af3900ebe75ecc18?cache_buster=1782834440
Feel free to print it out or read it on screen. As always, if anything in here sparks a question about your own plan, I'm just a call or email away.
Enjoy the rest of your summer!
John
