Broker Check

WE HAVE MOVED

July 14, 2023

Happy Summer!  

We are in the process of sending out 2nd Quarter Portfolio Performance Reports.....and they look good!!!  The market has been quietly staging a recovery since about mid October.  As it turns out, the US economy has been a lot more resilient than expected.  Inflation has cooled, consumers are spending money and companies are hiring.  Investors are feeling more confident in the market and have been investing  in companies that were beaten down in last year's market downturn.

I'll be sending out a more in depth market analysis soon.

Please note that WE HAVE MOVED!  We were bursting at the seams in our Mt. Washington offices and had long been searching for office space that was centrally located and convenient for our clients....especially when it comes to Thanksgiving Pie Day! 

Our new address and phone number is:

JLB Wealth Management Group

9515 Deereco Road

Suite 208

Timonium, MD 21093

Phone:  410-372-3754

E-mail:  jbathurst@jlbwealth.com

Please update our contact information at your earliest convenience as we will no longer have our Mt Washington office or phone number after this month.

Wishing you a wonderful and relaxing summer!

Johanna