
IFS Insights – March
Market Outlook and Global Events
Frequently Asked Questions
Dear Friends,
Although we continue to see the physical and emotional impacts of the ongoing pandemic on our friends, family, and clients, we hope that this Fall season and the upcoming Holidays bring renewed joy to your home.
Thank you for the overwhelmingly positive response we received about our last newsletter. Our goal is to provide a relevant, fun newsletter that can help us all grow in ways both financial and non-financial. We hope you enjoy this collection that includes a market commentary on last quarter, managing financial expectations, and a few fun activities for you and your family to check out.
We are grateful to walk alongside you on your journey,
The IFS Team
Global equity markets had a mixed third quarter, but many are trying not to focus on the mixed returns for 3Q (and dismal September returns) and are instead focusing on how the market performed for the first nine months of the year – and those numbers are solid.
If expectations grow faster than income you’ll never be happy with your money.
Wealth is a two-part equation: what you have and what you expect/need. Managing expectations doesn’t have to mean being conservative or unambitious. It’s just realizing that an insatiable appetite for more will always push you to the point of disappointment and regret.

Market Outlook and Global Events
Frequently Asked Questions

Global Market Commentary
It’s time to have “The Talk.”
What’s Happening – Local Things to Do

Global Market Commentary
How To Recognize and Avoid Phishing Scams
What the U.S. Government Shutdown Could Mean for Investors
What’s Happening – Local Things to Do

Market review
Five Key Impacts of the One Big Beautiful Bill Act
Sabbaticals and why to take one
What’s happening