April 12, 2022—When it comes to wealth planning, putting off until tomorrow what you can (and should) do today may lead to unwanted consequences down the road. For peace of mind, your plans should be up to date with your current life and business situations.
In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains how in a matter of weeks, it feels as if there have been decades worth of change, from economic, market, and geopolitical perspectives. The S&P 500 has responded with the first negative quarterly return in two years. At the same time, the index is down just 5.
April 6—As we entered 2022, even the onset of the omicron variant failed to shake markets’ optimism. With much of the world learning to cope with an endemic COVID-19 and rates set to rise, the stage was set for strong global growth. The last three months, though, have been less rosy than we might have hoped. From the Russia/Ukraine conflict to inflation surprises, investors would be hard-pressed to say they were anticipating this level of macro uncertainty.