• Market commentary
  • Why hold bonds
  • How to recognize phishing/spam emails
  • What’s happening

IFS Insights

Dear Friends,

Spring is upon us, and it is fun to see flowers popping up from the ground and new growth all around us. We are always grateful for the hope that comes with the new season. 😊

The first quarter of 2022 is in the books! We’ve included a link to a quarterly economic summary and a reminder of the benefits of holding bonds in investment portfolios. Due to the spike in interest rates, most bonds and bond funds have experienced negative returns in the near term, but we continue to believe in the longer-term merits of bonds. And ultimately, we will reap the benefits of higher yields on bonds as interest rates rise.

We also included a few ideas for fun activities in the area for our Portland clients.

Thank you for the continued privilege of partnering with you on your financial journey,

The IFS Team

Why Hold Bonds

First, bonds are less volatile in the short term and fluctuate much less than stocks.

Second, bonds provide ballast for a portfolio. The correlation between stock and bond returns has been mainly negative. In other words, when one goes up, the other tends to go down, and vice versa.

As a result, you get a smoother investment ride.

How to recognize phishing/spam emails

Read more below for practical tips for recognizing spam/phishing emails and what to do if you suspect phishing.

What's Happening

  • Live Local Theatre
    Don’t Hug Me in Tigard
    Mamma Mia in Forest Grove
  • Evergreen Aviation Museum
    2022 is the 75th anniversary of the Spruce Goose flight
    McMinnville, Oregon
  • Portland Bridal & Wedding Expo
    Everything you need to have the perfect wedding day!
    Portland Expo Center
    May 22, 2022

Recent Newsletters

Second Quarter 2022

Market review
Meet the “unluckiest” investor
Seven habits that lead to happiness in old age
What’s happening

Market Volatility

Thoughts to encourage
Previous periods of volatility and decline
Peace, clarity, and confidence
Time-tested wisdom

First Quarter 2022

Market commentary
Why hold bonds
How to recognize phishing/spam emails
What’s happening

Important Tax Prep Info

Planned mailing dates for tax statements
Charitable distribution rules
2021 IRA contribution rules
2021 education account contribution rules
Tips for how long to store documents

CONTACT US

Peace, Clarity, Confidence

we'll help you get there