Third Quarter 2023
Market review
A new phone scam to be aware of
Ideas for new skills to learn
First Quarter 2023
- Market commentary
- Schwab/TD Ameritrade merger
- Contribution deadline
- What’s happening
Update from the IFS Team
Dear Friends,
We hope this newsletter finds you well and enjoying the first few weeks of Spring! 😊Â
Included in this edition:
Q1 Market Commentary – Global equity markets had a pretty good first quarter – especially the tech names. The themes that drove market performance in the first quarter continued to center around inflation, the Fed, and the labor market since recent inflation numbers hinted at a potential decline while labor market numbers remained strong. The other big theme this quarter was the failures of Silicon Valley Bank and Signature Bank. These factors suggest we may be near the end of the Fed’s interest rate hikes.
2022 Contribution Deadlines
What’s Happening – a selection of local events that are sure to get you out and about.
Thank you for allowing us to partner with you on your journey!
The IFS Team
TD Ameritrade Accounts
No action is needed on your part, but you will receive a few letters in the coming months regarding the Schwab/TD Ameritrade merger.Â
Your TD Ameritrade accounts will be converted to Schwab accounts by the end of this year.
If you would like to log directly into your account, please use the link below.
2022 Contribution Deadline
As a reminder, you have until April 18th to make a 2022 contribution to the following accounts
- IRA
- Roth IRA
- SEP IRA
- 529 College savings
What's Happening
- 5k Earth Day Beer Run
- Sat April 22nd
- Complete the course and celebrate with a local craft brew at the finish line.
- Wooden Shoe Tulip Festival
- March 24 through April 30
- Woodburn, OR
- Cinco de Mayo Fiesta
- May 5-7, 2023
- Downtown Waterfront Park
- Free, Food, Drink, Entertainment, Artisan Village & more!
Recent Newsletters
Second Quarter 2023
Market review
Summer home maintenance
What’s happening
First Quarter 2023
Market commentary
Schwab/TD Ameritrade merger
Contribution deadline
What’s happening
Fourth Quarter 2022
2022 market commentary
2023 perspectives to consider
Last year’s market predictions
RMD and contribution changes
Valentine date ideas