June 2022
To say the first half of 2022 has been unpredictable would be an understatement. The ongoing issues associated with a multi-year pandemic, coupled with domestic and international challenges, has taken an emotional toll on many across our society. In addition, the economic headwinds of inflation and heighted market volatility have contributed to an amplified sense of instability. I hear this from friends, family, colleagues, and clients. While we can’t predict exactly when or how geopolitical or macro-economic events will unfold, rest assured, our approach to investment and financial planning factor in the inevitability of these events.
One area that I hope you’re a bit less concerned about is your personal financial plan. Our tailored approach to planning accounts for the types of economic and market setbacks we’ve seen recently. As we’ve experienced in the past, news events and economic challenges can lead to short-term “paper” losses, that are often not long-lived if we “stay the course” and stick to the well-constructed plan, built for you.
Discipline does not mean inaction. While we can’t control the markets or predict what might happen next, we can take advantage of planning opportunities that are within our control. We are continually evaluating your personalized financial plan against current conditions and taking proactive action when prudent and for your benefit. We are here to answer your questions and discuss any of your concerns, whatever they may be. Please reach out to your advisor at any time. As your financial stewards, we’re here to guide you through the inevitable ups and downs during your financial journey.
