As we take our breath after a busy tax season and we start seeing some sunshine here in Oregon, we thought it would be a good time to discuss what this election year might look like in the markets. Although our office does its best to stay out of politics, there is so much noise around elections every four years that we might as well spend some time on it. Make sure to check out the links below for a bunch of additional great graphics on the subject. We’ll spend this Notables discussing some of our most asked questions.

We had a couple of quick updates for this month’s Notables. We’ll spend some time providing an update to what’s happening in DC, catch up on yields and iBonds, and finally, discuss our office’s transition from TD Ameritrade Institutional to Charles Schwab.

Eric and Ryan discuss the close of markets for 2022 and the new Secure Act 2.0. Take a read or listen!

As you’ve no doubt heard or noticed, the third quarter of this year was a tough one for equity markets. With continued uncertainty around the economy and specifically inflation, investors took a risk off approach to investing in stocks which put downward pressure on prices.

It's about time in the market, not timing the market.

This month, Clarity Capital Management explains the Tax Triangle and discusses the importance of flexibility in Financial Planning.