This week the Investment Office provides 4 reasons the investment markets continue to struggle while we are seeing elevated levels of volatility in equity and bond markets reflecting near-term pessimism and uncertainty. Economic forecasters – and investors—are increasingly incorporating the pain of inflation-fighting into the near-term worldview. As inflation erodes consumer pocketbooks globally, a spending response may be emerging, showing up in everything from the demand for Chinese exports to plans for summer vacations. On the Wealth Planning front, we continue to reiterate keeping a long-term perspective and sticking with your financial plan while we remind clients of the benefits of loss harvesting and a Roth conversion.
Click Here to Read the May 9, 2022 Weekly Commentary
