Weekly strategy performance

Second-quarter account summaries and OnTarget statements are scheduled to be delivered next month. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.

Our office will be closed on Thursday, June 19, in observance of the Juneteenth holiday and market closure. Clients can log in to www.ontargetinvesting.com at any time to access daily account information, quarterly statements, and more. Regular office hours will resume on Friday, June 20.

To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 30 through September 26 to allow our staff to enjoy more of Michigan’s great summer.

We’re excited to introduce FlexPlan Strategic, a professionally managed investment strategy designed for workplace retirement accounts with a self-directed brokerage account (SDBA) option. If your retirement plan allows for an SDBA, this strategy can provide institutional-grade investing, active risk management, and broad diversification—helping you stay on track toward your financial goals. To learn more about this new investment option and how it might fit your financial goals, contact your financial adviser today.