Happy Family on the Beach

‘Hawk Talk – June 2025

As we turn the calendar to June, I find myself reflecting on the unique rhythm of this season-a time when we honor both mothers and fathers for their steadfast leadership in our families. With Mother’s Day just behind us and Father’s Day on the horizon, it’s a fitting moment to celebrate the ways, big and small, that parents and mentors shape the next generation.

This focus on growth and guidance makes it a perfect time to share some growth of our own: we’re thrilled to welcome a new team member to our support team at BluHawk! You can learn more about her and the experience she brings to our firm further down in the body of the message below.

In my own family, I’m reminded daily that the lessons which truly last are the ones we model with consistency and love.

Whether it’s teaching a child to ride a bike, to show kindness to a neighbor, or to make wise choices with their first paycheck, the habits we help instill today can echo for a lifetime. At BluHawk, we believe that nurturing strong financial habits in our young people is one of the greatest gifts we can give empowering them not just to succeed, but to serve and lead with confidence in the years ahead.

That’s why I’m especially excited to introduce the BluHawk Wealth Legacy Investor Program. This initiative is close to our hearts. It’s built on the idea that every young person-be they a son, daughter, grandson, grand-daughter, niece, or nephew of a current client-deserves a strong start on their financial journey. We’re extending to them the same care and fee structure that their related adult clients enjoy, for very minimum starting investment amount, including a regular automatic investment.

Over the years, we’ve seen how this approach creates a “win-win-win”: it’s a win for our clients who want to see their values passed on, a win for young investors gaining real-world experience, and a win for our BluHawk team as we help families build enduring legacies together.

As you gather with loved ones this month, I encourage you to look for those everyday moments to teach, encourage, and inspire the next generation. The seeds you plant now-through your words, your example, and your guidance-will grow into something lasting and beautiful.

Wishing you a wonderful start to summer and a meaningful Father’s Day ahead!

Dad Joke of the Month

What do you call fake spaghetti? An impasta!


Market and Economic Data Update

Data just below is as of May 30, 2025
Source: Clearnomics

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