Dear Valued Clients,

As May unfolds, we’re delighted to bring you another edition of our newsletter, packed with updates and insights to support your financial journey. Here’s what’s happening this month:

BRIDGEPOINT IS GROWING – WELCOME ULYSSES LALOR
We are thrilled to welcome the newest member of the Bridgepoint Financial team, Ulysses Lalor. Straight from the city of Boston, Ulysses joins us after starting his financial services career at New York Life. Originally from Northern Virginia, Ulysses played college hockey at Salve Regina University in Newport, RI before making his way to Boston, and eventually, Fort Collins. Ulysses joins us as an associate with the sole goal of better serving our clients, current and future, while learning the ways of the West here in Colorado.

SPOTLIGHT – CELEBRATING EXCELLENCE
We are immensely proud and honored to announce that Tim Doud has been awarded the prestigious Quantum Leap Award by our broker-dealer, Centaurus Financial. Given annually, this esteemed recognition underscores our commitment to excellence, dedication, and client-focused investment management. We extend our heartfelt gratitude to our clients, our staff, and our community for this recognition and reaffirm our unwavering commitment to continued growth, integrity, and excellence in the realm of financial advisory services.

Tim was awarded this honor at the annual Centaurus Leaders Conference earlier this year,accompanied by his wife, Samantha.  (Links to Photos)

MARKET UPDATE – A BUMPY START TO SPRING
April treated us to a month of fluctuating market sentiments. While we witnessed volatility stemming from geopolitical tensions, inflation concerns, and global economic uncertainties, there have also been signs of resilience across markets and potential opportunities for growth. Major indices experienced swings, reflecting investors’ reactions to evolving news and data. Our team remains vigilant, monitoring market trends and identifying opportunities for your benefit.

Watch for continued fluctuations in inflation as supply chain disruptions and pent-up consumer demand may put upward pressure on prices, impacting purchasing power and interest rates. Keep an eye on central bank policies and their responses to inflationary pressures, which could influence market sentiment and investment strategies. Finally, we find it prudent to monitor global economic recovery efforts, particularly in sectors like travel, hospitality, and manufacturing, as they may signal broader trends in consumption and business investment.

CLIENT FEEDBACK
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Thank you for entrusting us with your financial future. We look forward to continuing to serve you and helping you achieve your financial goals.