JULY 2026

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What’s RELEVÉnt

Q2 2026 Investment Update

As the second quarter of 2026 comes to a close, markets have continued to navigate a changing economic landscape. Investors were encouraged by signs that inflation was moderating late in Q2, though uncertainty around interest rates and geopolitical tensions continued to contribute to market volatility. Despite these challenges, the U.S. economy remained relatively resilient, supported in part by steady consumer spending, a healthy labor market, and generally solid corporate earnings.

Maxed Out Your 401(k)? Explore a Mega Backdoor Roth Strategy

If you are already maxing out your 401(k), there may be another savings opportunity worth exploring inside your plan: the mega backdoor Roth

If your employer plan allows it, this strategy may let you contribute additional after-tax dollars to your 401(k), then convert those dollars to a Roth 401(k).

CEO Corner

It has been a pleasure connecting one-on-one with so many of you, and my goal is to personally connect with every client before the end of the year. These conversations are incredibly valuable to me because they provide an opportunity to hear what is happening in your life, better understand what matters most to you, and help us continue providing the thoughtful, personalized service you expect from Relevé.

I am also excited to introduce a new educational video series created exclusively for our clients. Throughout the series, I will share educational insights on topics that extend beyond traditional investment discussions, including tax planning considerations, productive ways to have meaningful conversations about money with your family, and other financial topics that can be challenging to navigate. My hope is that these videos will provide additional perspective and education between our meetings.

As always, if you have a question or would like to connect directly, please feel free to text me at 612-801-5416. You can also scan the QR code below to save my contact information if you have not already.

Thank you for the trust you place in our team. It is a privilege to serve you, and I look forward to staying connected.

Warmly,

Dawn

This information provides opinions and general information compiled by the Firm from sources believed to be reliable at the time of this material being distributed. All contained opinions and material relied upon may change or become outdated without notice. The Firm makes no representation or guarantee of the accuracy of the opinions or views expressed or information relied upon from third parties. This material is a general opinion regarding current markets, economy outlooks, and/or financial planning topics. Further, the opinions or views expressed in this material are not intended to be financial, legal or tax advice. Readers should always seek advice regarding their particular accounts and transactions from their financial advisor before making investment decisions.

All investments involve risk. Past results do not guarantee future performance. There is no guarantee that any investment will return a particular performance result or a better performance result over another investment option.

Sent by Relevé Financial Group
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