Summer 2022 Newsletter

Uncovering Opportunities in a Bear Market

Buying at lower prices isn’t the only benefit during market downturns. Bear markets offer the opportunity to offset future taxes by harvesting current losses and making it easier to convert from a tax-deferred IRA to a tax-free Roth. Plus, in the current higher interest environment, cash can be put to work at some of the highest yields in decades. Contact us for the latest fixed income rates.

Investors Crank Up Pressure on Companies With Record Climate, Race Proxy Proposals
From Bloomberg

McDonald’s Corp. is facing questions about animal welfare. Meta Platforms, Inc. is being confronted by concerns that its metaverse is causing psychological damage. And the biggest U.S. banks are being held to account for their contributions to climate change.

Addressing Issues Impacting the Economic and Financial Outlook
From TD Economics

There has been plenty to keep us busy this quarter. We begin by addressing how our outlook is shifting in the face of the war in Ukraine, elevated inflation, and more aggressive rate hikes by central banks.

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