A&I Wealth Management > Blog > Russia, Ukraine and Our Investments

2022 russia ukraine conflict effects the market

Read this post for commentary from our money managers about what is happening in Ukraine.

In our portfolios, we have very little exposure (if any) to either Ukraine or Russia. So…it pays to be patient and call your financial planner!


Ukraine and Your Investments

I think we have all been horrified by the invasion of Ukraine. I know that my emotions were running high—and I also know that making investment decisions in that state of mind is expensive. So, instead, I  asked each of our key investment partners to chime in with their team’s opinions. We wanted to know what changes they may or may not be making.


In sum, we confirmed our beliefs: the right way to invest is to diversify by strategy. Most, if not all, of our investment managers are optimistic about investment situation even if they are unanimously upset about the situation on the ground.


Here are links to commentary from a select few partners, in alphabetical order.
If you would like to learn more about your particular portfolio, and in particular what holdings (if any) you may have in a Russian company, please contact your financial planner.


A Personal Note


On a personal note, I spent most of one summer in the USSR when I was in high school. As an ambitious youth ambassador, I and a group of Americanski teenagers thought we could help create world peace. We held a fake nuclear summit with a bunch of Russian kids. We visited Ukraine. We made friends for life.


The thought of any of those kids—now old men and women with families like me—at war, possibly with each other, is terrifying. It brings back the horror stories of our parents, and grandparents. Previous generations fought shoulder-to-shoulder, Americans and Soviets, against our common enemy in WW2.


The real-world quickly disabused me of any desire to pursue a career in diplomacy! The USSR fell apart, Ukraine was created, and now we witness history unfolding.


Over the very long journey of history, Eurasia has been conquered and reconquered many times. My personal favorite stories surround the Cossacks—terrifying warriors on horseback who swept across the steppe. They kept their enemies off balance, created incredible music, and danced. So romantic! Now that I am older, and just a little more wise, I’ve learned that the Cossacks, like seemingly every culture, have a mixed history of sometimes awful behavior.


Ukraine is Europe’s “Wild East.” Similar to America’s “Wild West,” the locals are tough. My intuition is they will keep fighting for their identity. As it has been for centuries, I believe their strong spirit and local pride will outlive today’s tyrant.


As always, we thank you for your trust, and we welcome questions you may have about the investment landscape or your portfolio.


About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.