Ukraine and Markets

To us, and to many of the people we have spoken with this week, the news coming out of Ukraine feels really heavy and scary.  The loss of life and conditions of uncertainty and danger weigh on us. 

It is completely human to want to take action in the face of crisis. We are literally hard-wired this way for survival. But when it comes to your investments, it's a misfire.

Working together, we already took the necessary steps to secure your portfolio when we created a thoughtful asset allocation plan based on your unique circumstances and life goals. Although we didn't anticipate this particular crisis, our recommendations accounted for the fact that the world is constantly changing, and that we expect there to be challenges to growth. 

We are monitoring the current situation. We feel that the most likely economic outcome is that global energy supply chains will be disrupted. Recent history shows us that the market can be resilient to those types of impediments.

Please be mindful when you access the news that the returns of the S&P 500 or the Dow Jones Industrial Average are not necessarily fair indicators of how your portfolio is doing. On average, our clients' stock portfolios are made up of 2/3 US companies and 1/3 international companies, and the allocation to stocks is based on your individual financial plan. 

If you would like to have a discussion about how your personal portfolio has fared and what it means in the context of your overall plan, please set up a meeting here. 

Wishing all of you a safe and peaceful weekend!