Planning matters

2022 First Half Market Review

2022 has been a bit a bumpy to say the least as we’ve seen in daily headlines. High inflation, rising interest rates and the Russia-Ukraine war are causing volatile markets. Today we look at the first half of 2022, define a bear market and share why it’s important to stay disciplined when investing during times…

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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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