Inman Financial

Second Quarter 2022

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

Update from the IFS Team

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

Meet the ‘unluckiest’ investor

She invested only six times and had the worst timing imaginable — you’ll never believe what saved her.

Seven Habits That Lead to Happiness in Old Age

Your well-being is like a retirement account: The sooner you invest, the greater your returns will be.

What's Happening

  • Newberg Old Fashioned Festival
    • July 30-31
    • Live Music, Vendors and a Car Show on Sunday
  • Free Outdoor Summer Concerts
    • Saturday, August 13 Laurelhurst Park 
      • DJ Prashant and the Jai Ho! Dance Troupe – Interactive Bollywood dance party
    • Sunday, August 28 Laurelhurst Park
      • Providence Stage Band – Big band sounds from the 40s to the 70s
  • Downtown Tigard Mixer
    • August 17 @ 5:00 pm – 7:00 pm
    • On the new back patio at Beach Hut Deli. This casual mixer is a great chance to meet local business owners, community members, and Tigard Downtown Alliance board members. This event is open to all! Food and beverage will be available for purchase.

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