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MPowered Finance Newsletter: August 2023

To My Readers,

I think this is very interesting for one simple fact.

Despite all the negativity you may hear, the S&P 500 is up +19% year-to-date.

Fear, negativity, and sensationalism are highly profitable in the media landscape. They generate clicks, views, and revenue but will do nothing to help the average person/investor.

If you listen to headlines and pundits, you’ll be sitting on the sidelines waiting for “things to get better” and missing out on actual growth.

Here are some investing truths to remember:

· Markets NEVER move and behave in a straight line

· The media noise will ALWAYS give us a reason not to invest

· The BEST strategy for investors is to align your investments with your goals, timeline, and values. Forget the noise and stick to this strategy and discipline.

If you have concerns or questions about investing or the markets, please don't hesitate to reach out for a conversation.

Thank you, 

Sid Misra, CFP® Beacon Financial Group

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Before you send your kids to college, make sure they sign these forms!


This month my dad and I went to San Diego for LPL's Focus Conference. We had a great time but more importantly, we came back with new and improved ways to serve you, our clients.

We thank you for your continued trust in us and promise to do our best for you every single day.


Do You Have Balance in Your Life?

Life is about finding a balance ⚖️ between enjoying the present and planning for the future.

Am I spending too much money? At the expense of my future.

Am I saving too much money? At the expense of enjoying the present.

If you struggle with either of these questions, know you are not alone. And know that this is something I work on with my clients.

Life is meant to be enjoyed but also planned for. Please reach out if you would like a complimentary call on how I can help you find balance.


The opinions voiced in this material are for general information only and are not intended to provide specific financial advice or tax recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly.


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