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Webinar: State of the Market Halfway Through 2022

Webinar: State of the Market Halfway Through 2022

When it comes to finances and investing, 2022 has started in a rocky fashion. The lasting impacts of COVID-19 – including its continued effect on supply chain snags – and Russia’s invasion of Ukraine have had a hand in the increasing impact of inflation, as well as the rollercoaster ride of the stock markets. And regardless of whether you have an advisor or you manage your own investments, you’d be lucky to be down only a few percent year-to-date.

With an underwhelming last six months in the books, we felt it was an important time to have a transparent conversation about the state of the market. And while this is geared toward our clients, we cover lots of ground that every investor should know right now from stock performance year-to-date to treasuries and mortgages to the inverted yield curve.

Questions or Comments?

If you have any questions or would like to discuss anything from the State of the Market webinar more in-depth, please feel free to reach out to our team by tapping the button below. You can also schedule an appointment by clicking here.

Webinar: ESG and Sustainable Investing – Aligning Your Values with Your Investments

Webinar: ESG and Sustainable Investing – Aligning Your Values with Your Investments

With the twists and turns of 2020 – horrendous wildfires, the onset on COVID-19, and social unrest – social consciousness has continued to extend into nearly all facets of our everyday lives. And whether you’ve heard the term ‘ESG’ or not, chances are you’ve thought about how your social consciousness and personal values intersect with your investment strategies.

Walkner Condon Financial Advisors’ Mitch DeWitt, MBA, CFP®, is joined by Senior ESG Fixed Income Research Analyst Lisa Fillingame Abraham of Brown Advisory to dive into this topic of Sustainable Investing. Along with an introduction to sustainable investing and what it means to be an ‘ESG’ or ‘Sustainable’ fund, the webinar explores trends from 2020, including the pandemic response and climate change, and outlook to 2021 and beyond.

Mitch DeWitt, CFP®, MBA

If you have any questions or would like to discuss anything from the Sustainable Investing webinar more in-depth, please feel free to reach out to me by tapping the button below. You can also schedule an appointment by clicking here.