PWM Investment Committee Mid-Year Update
Via Mark C. Larsen CFP®, CMFC®, John D. Morreale CFP®, CMFC®
and Laura Sillen AIF®
What a year it has been already…boy have we said that a few times in the last couple of years!!!
We start each year with the hope that it will be one of simple complications that are easily maneuvered and quickly overcome. Instead, we have had over two years of complications due to the pandemic, supply chain issues, and a changing workplace/workforce dynamic. Now, we face high inflation, a war in Ukraine, and a hawkish Fed (finally!).
We understand that the issues we are currently facing create confusion, but these past few months have highlighted something we are confident in relying upon; our long-term investment plan remains sound. The advanced planning we complete to understand your cashflow needs and investment objectives allows us to successfully manage investments to help you achieve your goals, regardless of market conditions.
The strategic decisions we make now might not have a significant impact on your portfolio at the moment, but rather, they are aimed at ensuring your participation in the rebound from this sell off.
We have had conversations with many of you over the last few months. As always, we are here for you if you would like to discuss your investment objectives and how they apply to your specific situation. For those of you who are not concerned, we would love to hear from you anyway! We realize it’s been a tough time for all, but this is when we need to be patient until the decisions we make right now begin to pay off.
We wish you all a safe and Happy 4th of July! Spoiler alert...enter below for a chance to win a summertime gift basket.
Cybersecurity Notice- Schwab Impersonators
Via Charles Schwab
Be on guard! Scammers are impersonating employees of Schwab and other reputable companies.
Important Retirement Planning 'Birthday' Milestones
via Hartford Funds
Milestone birthdays can remind you to make important decisions with your financial professional.
4th of July 2022!
Whether your tradition includes a block party or heading out of town, we want to wish everyone a happy and safe 4th of July!
Let us know your favorite 4th of July Traditions. Take pictures and email them to info@puruswm.com to be entered into a raffle for a summertime gift basket.
