Q42021

Quarterly Economic Update – Q4 2021

January 20, 2022By Phil Clark, CPWA®,CFP®, CLU®

In this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and supply chain bottlenecks. Europe institutes new social restrictions in response to a surge in Delta and Omicron variant infections. Investors turn cautious as uncertainties increase. A review of Q3 2021, presented by Philip Clark, CPWA®, CFP®, CLU® , January2021 THE QUARTER Read the full article…

Quarterly Client Letter – Q4 2021

January 20, 2022By Phil Clark, CPWA®,CFP®, CLU®

What a quarter it has been. In my last several quarterly letters, I insist that risk-based investments are called that way because there is an element of RISK in the investments. For 18 months, I was wrong, and the market continued to shake off all directional changes as temporary, until now. Inflation has crept into Read the full article…