Weekly Headings

August 25, 2023

Hello Intentional Community,

We hope you are enjoying the waning days of summer.  For those of you with kids or grandkids back in school, congrats on making it through the camps, trips, “I’m Bored” days.  As we move into August, we have been thrilled to introduce some of you to our “Intentional Way” process.  For those who have not heard of it, we will be contacting you as we close out the year to let you know what it’s all about. 

For this week’s weekly headings report (attached), the main takeaway for us is:

              The economy has been resilient, which has pushed interest rates higher (hence yields lower).  This is not anticipated to continue past Q123. 

What does this mean for you?

For many, we have purchased bonds this year at the highest interest rate levels we’ve seen in a long while.  Those should pay off in the future, when rates fall and we’ve locked in these attractive rates for the foreseeable future. 

On another note, we are very excited to host our 2^nd of our 2 annual charity golf tournaments in  our Charlotte region on tomorrow, Monday, August 28.  If you need anything from us, please email us, and we’ll do our best to get back to you.  Just know we may not respond until Tuesday. 

Have a great week ahead,

Your Intentional Team