What Your Advisors Are Reading This Month

June Reading List from your WPC Advisors

There is a lot of financial news and information out there, we have selected these articles for sharing this month.  Please take a look at our reading list this month which includes articles about:

• Is a recession coming?
• What’s to come with the 529 rules in 2024
• Student loan pause is ending what do students need to know?
• How to use the triple-tax advantaged HSA fully
• Is the recent stock market rally sustainable?

If you would like to discuss any of these topics or have other financial questions, please give us a call!

Market/Economic/Financial Planning Articles

• Jerry Yox:   The case for a 2023 US recession is crumbling (msn.com)

• Tim Dougherty:   Business cycle update | US economy | Fidelity

• Todd Steinbrink:   Are Stocks in a New Bull Market? It Depends. – The New York Times (nytimes.com)

• Todd Lyon:   Saving for college: The new 529-to-Roth IRA transfer rule – Journal of Accountancy
• Malea Hornback:   The Student Loan Pause Is Really Ending — 6 Key Dates And Details (forbes.com)

• Patrick Scarborough:   HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say (fa-mag.com)