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What a year it has been! It’s hard to pick the most distinctive moment of this year as the economy has been unexpectedly rocky, due to both domestic and international events. All along, we’ve published our weekly Periscope to provide up-to-date commentary on the latest twists and turns relative to your portfolio and long-term financial plan. We also highlight holistic strategies you can use when thinking about the effect of money on your life.
Here are some articles this year that may be worth a revisit:
5 Lessons About Financial Planning from Climbing Mt. Rainier
In this 2-part series, Karl reflects on his multi-day trek up—and down—Mt. Rainier with a small group of other hikers and how the lessons on physical and mental health, teamwork, and perseverance also apply to our financial choices and plans.
Another Cryptocurrency Crash and the Value of Financial Planning
Believe it or not, this article was actually written in May, before more recent – and perhaps more public – tremors in the cryptocurrency space.
What in the world is happening to Interest Rates?
All of us have felt the pinch of inflation this year. You may have felt some pressure from rising interest rates. In this article, we explore how interest rates impact portfolios, how the Federal Reserve impacts interest rates, and the complex story of how we “beat” inflation in the 70s and 80s.
Our Q3 Investment Update: Portfolio Adjustments, Shrinkflation Strategies, and More!
Bear market. Shrinkflation. Volatility. These are a few of the terms you’ve likely heard this year. They all come together in our Q3 investment update, where we discuss the economic environment and the client portfolio adjustments we made as a result of market turns.
Important Year-End Dates
Deadlines are upon us—December 16th is the last day for us to do distributions safely from your investment accounts. Please contact us right away if you have any questions!
Charitable donations. One of the best ways to save taxes is to make a donation to a charity. December 7th is Colorado Gives Day. Many charities have their donations increased (matched by other donors) on this day.
Qualified charitable donations. If you are interested in making a donation to a charity, and you have money in an IRA, contact your financial advisor. Learn more about the QCD on our website.
