ON WEALTH Newsletter Summer

'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: ON WEALTH 2026


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 Walsh