The Good Life | August/September 2023

SAVE THE DATE and watch for the email with more information and registration details.

August Market Update - Month Ending July 31, 2023

We’re happy to share the latest Market Update from Commonwealth Financial Network®, the firm we partner with to better serve you. You can find it here.

Quick Hits

1.    Solid July for Markets

2.    Continued Challenges for Fixed Income

3.    Economic Growth Beats Expectations

4.    Market Risks Fading

5.    Strong Economy Supports Positive Outlook 


We strive to keep you informed about the latest financial news and data. As always, if you’d like to discuss this—or have any questions about current market conditions or your portfolio—please feel free to contact our office by phone or email at any time.

What You May Have Missed

Back row left to right – Ryan Mickelson, Ted Murphy, Jim Cox, TJ Metzger, Mark Finney, Wesley Bean, Quinn Mickelson

Front row left to right – Olivia Nance, Cassandra MacDonald, Mindy Henson, Gabby Koch, Sarah Bauer, Tony Dalton, Sheila Sullivan-Passwaters

11th Annual McCarthy & Cox Charity Golf Outing

Held on August 3, 2023, the 11th annual McCarthy & Cox Charity Golf Outing was a fantastic success, surpassing last year's record total, raising $27,670 for two charities; The McCarthy & Cox Cares Fund and The Elizavèta Fund, both of which are housed at the Union County Foundation! We appreciate the support of those who joined us for the day and the support of our sponsors who helped make this great event possible.

Check out photos from the event here.

McCarthy & Cox Staff - Making Moves

You may notice some new faces around the office, or old faces in new places.

Olivia Nance, former director of first impressions, is now a client relationship manager working with Mark Finney and his clients.

Gabby Koch is a client relationship manager working with Megan McCarthy and her clients. Mindy is still here and you may hear her in the background of your calls as she brings Gabby up to speed.

Sarah Bauer is taking on the position of director of first impressions and will be one of the faces greeting you when you stop into the office.

Quinn Mickelson, CFP®, AIF® recently passed is CFP® and now joins the six CERTIFIED FINANCIAL PLANNER™ professionals on the McCarthy & Cox team. Be sure to congratulate him if you see him!

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Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser.