Student of the Market

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Markets are always influenced by external factors that are beyond the control of investors.  As valuations rise and fall, it is important to remain calm and maintain perspective.

Market volatility is always provoked by changes in prevailing interest rates, geo-political unrest, and global economic strengths and weaknesses.  Every situation is slightly different, however, history offers incredible insight into how markets have and will respond.

We hope you enjoy the latest edition of “Student of the Market”.  Remember that what happens in the short term will likely have a very limited impact on your long-term investment results.

Student of the Market

Women, Wealth & Well-being

Women are becoming a powerful economic force and may soon hold much of the wealth in the United States.  For countless women, wealth is not merely quantitative, but qualitative.  It is about realizing objectives, living into relationships and being able to explore interests important to them.  Their approach is governed by a thoughtful and refreshing perspective.

Women, Wealth & Well-being

Which Tax Documents Should I Save, Which Should I Shred?

For many, 2021 was consigned to history with the recent filing of their 2021 returns.  The only remaining question—what financial records do I need to keep and which ones can I safely shred?  The attached article seeks to address this lingering concern.  After all, who doesn’t want a more organized desk or file draw?

Which Tax Documents Should I Save, Which Should I Shred?

3 Views on the Russia-Ukraine Conflict

Russia’s invasion of Ukraine has been nothing short of a humanitarian disaster. The global financial and political strife that has followed pales in comparison with the hardship and loss of life perpetrated on the Ukrainian people. Yet as investors, we must look at the economic and financial implications. Attached are three perspectives, each from a highly respected industry veteran, on the impact to the world economy, financial system and political order. We welcome any questions you may have.

3 Views on the Russia-Ukraine conflict

How Much Will the Fed Raising Interest Rates Affect You?

If the Fed begins raising interest rates next month, as it is widely expected to do, how will you be affected?  How much will you be affected?  The consensus among investors is for several rate hikes this year.  What will be the impact?  This article offers some important perspective.

How Much Will the Fed Raising Interest Rates Affect You?

How to Avoid a Tax Bomb When Selling Your Home

Low interest rates have spiked demand for housing over the last two decades.  Sale prices have more than doubled.  But like all capital assets that have increased in value, taxing authorities look to collect when it’s time to sale.  You can, however, lessen the hit, to your bottom line.

How to Avoid a Tax Bomb When Selling Your Home