Inman Financial

Second Quarter 2021

  • Market review
  • Timing the sale of your home
  • Gas tax history
  • What’s Happening – Downtown Tigard Night Out, Smile Summer Music, Sandcastle Competition, Open-Air Rooftop Cinema at Lloyd Center

Update from the IFS Team

Dear Friends,

Summer is in full swing, and with it has come increased traffic, record heat, outdoor gatherings, and getting to see one another’s faces again. It’s been a long year of diligent hand-washing and masking for us all; we hope that you stay safe, hydrated, and have an amazing Summer.

Market Review: Global equity markets had a choppy second quarter, but by the end of the quarter, global markets had turned in solid performance numbers on their way to new record highs. The themes that drove the markets in the second quarter were plentiful: inflation worries, sooner-than-expected rate hike concerns, better-than-expected corporate earnings, rising consumer confidence, red-hot housing, rebounding economic data, and rising oil prices all competing for attention. Investors were thrilled with the quarterly performance around the world, as 34 of the 35 developed markets tracked by MSCI were positive for the second quarter of the year.

What’s to come: Please remember that we do not have a crystal ball :), but due to the above-average gains in stocks over the last few years and relatively high current valuations, we would not be surprised to see a short-term stock market correction in the near future. Attempting to “time” the markets is never a good long-term strategy, but we will be taking advantage of the next market drop by rebalancing the portfolios to “Buy Low & Sell High” in increments over time. Again, we are not relying on our ability to predict future market swings, only taking advantage of the ups and downs along the way. 

Below we’ve included an in-depth market report, as well as a few articles that you may find interesting. There is also a list of some upcoming fun activities for you to check out.

We are grateful to walk alongside you on your journey,

The IFS Team

STAY INFORMED

Financial insights and resources with a personal touch

Worried About the Timing of Selling Your Home?

With a red-hot housing market, it can be tempting to want to sell. But when does it make sense to consider selling? Since homeownership is clearly an investment, maybe we can draw parallels to when should you sell a long-term stock holding.

The gas tax’s history shows how hard it is to fund new infrastructure

As the Biden administration and Republicans negotiate a possible infrastructure spending package, how to pay for it has been a key sticking point.

Throughout the gas tax’s controversial history, leaders have frequently called upon this revenue source when serious infrastructure investment is needed.

What's Happening

  • Downtown Tigard Night Out – 3rd Friday of Each Month
  • SMILE Summer Music – FREE Concerts in July and August.
  • Sandcastle CompetitionAward-Winning Carvers, Scavenger Hunt, Lessons, Food & More! 
    St. Helens Sand Island Sandcastle Competition
    August 13-15, 2021
    10AM-8PM
  • Open-Air Rooftop Cinema at the Lloyd CenterMovie nights complete with full bars and great city views
    July 1, 2021 – September 30, 2021

Recent Newsletters

Second Quarter 2021

Market review
Timing the sale of your home
Gas tax history
What’s Happening – Downtown Tigard Night Out, Smile Summer Music, Sandcastle Competition, Open-Air Rooftop Cinema

Happy Summer, New Look

We have a new logo and website!
IFS core values
Creating a My Social Security account
Combating FOMO in your portfolio
What’s happening nearby: Cathedral Park Jazz Festival, Tigard Farmers Market, Personalized Winery Tours

First Quarter 2021

We have a new team member!
Market review
The perils of trying to time the stock market
Thinking about college? Conversation with a (former) student affairs dean
COVID-friendly adventures: Urban Adventure Quest, Dinner Detective, 2021 Wooden Shoe Tulip Festival, Stream a Live Theatre Production

Tax and Contribution Deadlines

It’s tax season again!
Deadlines for tax filing
Deadlines for account contributions
Chart showing how the recent stimulus package is allocated

CONTACT US

Peace, Clarity, Confidence

we'll help you get there