Planning matters

2022 First Quarter Market Review and Looking Ahead

After another positive year of equity returns in 2021, the first quarter of 2022 saw negative returns in both equity and fixed income markets. While many economists were anticipating the challenges of high inflation and continued supply chain disruptions to begin easing in 2022, the Russian invasion of Ukraine exacerbated both market headwinds. Additionally, in…

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How We Are Navigating Market Uncertainty

We have been monitoring geopolitical events in Ukraine and have reviewed investment holdings in this context. While the Russian economy currently accounts for 1.2% of global GDP and Russian equity makes up under 3% of Emerging Market Indices, recent actions in Ukraine are creating broader implications geopolitically and economically. Due to these developments, we are…

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Capital Markets Video Message

With volatile markets as the current back drop, it is important to remember that diversification matters.  While a diversified portfolio does not prevent investment values from going down, a disciplined investment approach does help lower risk and reduce volatility for investors. Today on Planning Matters we share a video log, also known as a vlog,…

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Inflation Revisited

In January we published a blog titled, Now Can We Expect Some Inflation? As if on cue, inflation as measured by the Consumer Price Index (CPI) has increased steadily each month since. As shown below, the latest inflation reading measured 5.37%, well above the Federal Reserves stated target of 2%: Concerns about inflation are understandable…

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What is Socially Responsible Investing?

The last decade has seen rapid growth in the realm of “Socially Responsible Investing”, a blanket term for a wide variety of investment philosophies aimed at aligning your investments with your values. But what does that even mean and how do you get started? Quiz time: When was the earliest use of socially responsible investing?…

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