
Third Quarter 2023
Market review
A new phone scam to be aware of
Ideas for new skills to learn
Dear Friends,
We hope this update finds you well and enjoying a slower summer pace, wherever that may be!
The second quarter of 2022 is in the books, and for most of the investment world (except for oil and gas!), it was a rough period of declines. We’ve included a link to a quarterly economic summary and a great story that reminds us of the power of time and patience when investing. We also included an article on some factors that lead to happiness in old age and a few ideas for fun activities in the area for our Portland clients (which can also lead to happiness ).
Thank you for the continued privilege of partnering with you on your financial journey,
The IFS Team
She invested only six times and had the worst timing imaginable — you’ll never believe what saved her.
Your well-being is like a retirement account: The sooner you invest, the greater your returns will be.
Market review
A new phone scam to be aware of
Ideas for new skills to learn
Market review
Summer home maintenance
What’s happening
Market commentary
Schwab/TD Ameritrade merger
Contribution deadline
What’s happening
2022 market commentary
2023 perspectives to consider
Last year’s market predictions
RMD and contribution changes
Valentine date ideas