Inman Financial

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! 😊 

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. 

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
  • 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

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

Third Quarter 2022

Encouragement in hard times
Market commentary
Markets in perspective
Be healthier and live longer
Pumpkin patches in Portland area

Second Quarter 2022

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


Peace, Clarity, Confidence

we'll help you get there