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As the month of May came to its close, markets were gaining confidence that the U.S. and Iran were getting closer to a deal and oil prices and bond yields were falling as a result. This bolstered enthusiasm for risk assets, but the driving force for strong returns during the month of May were blowout earnings reports from a handful of companies providing components for the AI infrastructure expansion unfolding across the globe.
Markets move every day, but your financial plan is built for more than headlines. Today’s developments may influence short-term sentiment, yet your strategy is designed to align with long-term goals, risk tolerance, and time horizon.

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