Summer Update

Summer is a time for growth, connection, and giving back, and this year at Appleton Investment Partners, we are embracing all three. In addition to strengthening our own team, we remain committed to supporting our broader community. We are proud to continue our partnership with Elevation Outdoors, an organization dedicated to empowering local youth through outdoor recreation. This summer, our involvement took on a new dimension as Lee participated in a ride at Big White, helping to raise both awareness and funds for Elevation Outdoors’ programs. 

We also had the pleasure of participating in Elevation Outdoors’ annual lawn bowling event, which proved to be a highlight of our summer. Not only did our team enjoy some friendly competition, but we were also fortunate to win the 50/50 draw. In the spirit of giving back, we chose to donate our winnings directly to Elevation Outdoors, further supporting their impactful programs. The event provided a wonderful opportunity to connect with the dedicated individuals who run Elevation Outdoors, as well as the many passionate supporters and volunteers who make their work possible. We left the event inspired by the sense of community and shared commitment to empowering local youth, and we are grateful to be part of such a meaningful cause.

At Appleton Investment Partners, we believe our responsibility extends beyond managing portfolios. We are committed to making a positive impact in our community and nurturing meaningful relationships with those around us. One of our core values is to give back, and we strive to support local initiatives and organizations that make a difference. Staying connected, both within our team and with our clients, is equally important to us. By fostering these connections and contributing to our community, we hope to create lasting value that goes beyond financial returns.

Introduction

We are also delighted to announce the newest addition to the Appleton team, Tyler Olsen. Tyler, a mature student, joins us as a recent graduate from Okanagan College, where he earned his Bachelor of Business Administration with a major in Finance and a minor in Communications. He has also successfully completed the CFA Level 1 exam, demonstrating his commitment to professional excellence. Tyler will be focusing on operations and research, supporting our advisors and clients with timely insights and efficient service. We are confident that his fresh perspective and enthusiasm will be a tremendous asset to our team, and we look forward to introducing Tyler to you in the coming months.

Market & Investment News

Over the summer, there has been renewed attention on U.S. tariffs, with new measures announced that target imported goods. While these tariffs are intended to encourage more manufacturing within the United States, they also make many products more expensive for businesses and consumers. As companies begin to pass these higher costs along, we are seeing upward pressure on inflation and increased uncertainty in the markets.

In addition to the tariff developments, the U.S. government recently enacted significant new legislation that will increase government spending over the next decade. The new bill extends previous tax cuts, expands deductions for state and local taxes and social security, eliminates taxes on tips and overtime pay, and boosts funding for defense and border security. While these measures are designed to stimulate economic activity, they are also expected to add substantially to the U.S. national debt, which could have longer-term implications for interest rates and financial markets.

During this period of volatility, we have remained proactive in the Advisor Managed Accounts (AMA). Our team has focused on maintaining a balanced approach and making timely adjustments to take advantage of opportunities created to add value for clients. By closely monitoring market developments and having the ability to be tactical with our strategy, we aim to protect your investments and position portfolios for long-term growth, even in uncertain times.

Thank you

As we move into the fall, we want to thank you for your continued trust and partnership. Our team is here to support you, and we look forward to helping you achieve your financial goals in the months and years ahead.

If you have any questions or would like to discuss your portfolio, please do not hesitate to reach out to our team using the contact information provided below.

Fresh Perspective