Insuring Your Retirement

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Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Monthly Market Update

May 2021

Market highlights

As the nation reflects on the sacrifices made by our servicemen and women this Memorial Day, and as Q2 enters its third and final month with spring soon yielding to summer, approximately 40% of all Americans have received their vaccinations, two new airlines (Breeze, Avelo) are starting operations under the anticipation of increased air travel, and the Chinese government is authorizing a new policy of three children per family to provide an economic foundation for its aging population.

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