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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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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Investment Outlook: A Mid-Year Update

Building investment strategies aligned with your individual goals is an important component of your overall financial picture. As a team, we review accounts throughout the year looking at overall portfolio performance and potential allocation changes in light of current market conditions and economic trends. Below shares our current outlook as we head into the second…

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Value and Growth: When does it Matter?

If you have spent any amount of time watching tv, listening to a stock market update on the radio or browsing the financial papers, you have invariably come across references to “growth” or “value” stocks and mutual funds.  Although intuitively you may understand the difference, why does it matter? Let’s take a look. Growth stocks…

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Bitcoin Basics

There is no shortage of news stories about Bitcoin in the media, but what exactly is Bitcoin? What should you know about it and how do we, as financial planners, think about it?  Few major financial topics have brought about the level of confusion, misinformation, and the hope of striking it rich than Bitcoin. For…

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