Financial Focus
Welcome to May! It’s the season of graduation celebrations, wedding weekends, and (hopefully) a few well-earned getaways. This month, we’re diving into market moves, and a planning tip you can act on now. Let’s get into it.
Last month, we might’ve been a little early on the spring celebration—but I think we can now officially welcome the season. Hopefully your basement stayed dry with all the rain, because this April has felt wetter than any I can remember. Speaking of feeling things... this month kicked off with some noticeable market ups and downs. Ready for a real-world comparison? The market has felt a lot like Rory McIlroy at The Masters. (Sorry, we’re a golf office—bear with me.) Emotions running high, momentum swings, one bad shot followed by something flawless. The only difference? We’ve seen the end of the Masters—congrats on the Grand Slam, Rory!—but we’re still in the thick of the financial tournament. If you tuned in to Augusta, it was hard not to get emotional. That’s why this month’s theme is simple but important: Perspective. Let’s talk Tariffs, keep a long-term view, and bridge some common financial gaps—especially for couples navigating money together.
Welcome to March! Spring is in full swing at our home office—or so we hope. I keep reminding myself we’re still in Ohio, where the weather likes to keep us guessing. The clocks have sprung forward, the days are stretching longer, and if you dared to fill out a March Madness bracket this year, I’d bet it’s just like ours at MVFP- busted. It’s been an eventful month, to say the least. In this Financial Focus, we’ll recap what's unfolded- from recent market volatility, to our website refresh, and how smart planning now, gears us for whatever is thrown our way in the future. It’s all about staying steady today to build strength for tomorrow
Welcome to the Miami Valley Financial Partners Financial Focus—a new way for us, the advisors at MVFP, to share information that we believe is important to you, our clients. Our role as your advisors is to understand your needs and aspirations and help develop the most efficient financial plan to achieve those goals. We are committed to guiding you every step of the way. In today’s fast-paced world, where there is no shortage of information, not all sources are created equal—some are reliable, while others can be misleading. That’s why we created Financial Focus. Our goal is to provide you with valuable, relevant, and trustworthy information that we believe can help you make more informed financial decisions. We aim to bridge the gap between our meetings throughout the year, and offer insights that enhance your understanding of your financial situation. At the very least we hope you will enjoy reading this. This month’s edition is all about laying the foundation for the months to come. Since this is our first issue, we’re starting from the top by explaining what makes MVFP... well, MVFP!
