Monthly Note

Hello!

Spring has Sprung! At least here in Idaho. I’m certainly happy to see the warm weather return. The markets have also been behaving which is good. Although most markets are still down for the year, most have made tremendous gains in the past couple weeks.

We are not out of the woods with either the markets or the conflict in the Ukraine, but new seems to be improving on both. Russia seems to be easing on their “goals”, but wars like this can take unexpected turns at any time. Let’s hope this doesn’t stretch on much longer.

Tax season is almost over. If you haven’t started your taxes, I would urge you to do so. If you can’t find your tax forms from us, do not hesitate to reach out to us, we are happy to provide them. If there are any surprises, I am happy to help you understand them.

I am in the office for all the foreseeable future, with just a few day trips out of the office to visit clients. Lynn, my operations manager, is reaching out to many of you to set office appointments. This particular downturn has been very interesting to watch the markets, especially with the recent announcement from the Federal Reserve about interest rate hikes. That is something I’ve been discussing with the clients I’ve been meeting with. If you want to talk through it, don’t hesitate to call and set an appointment.

Opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Because of their narrow focus, investments concentrated in certain sectors or industries will be subject to greater volatility and specific risks compared with investing more broadly across many sectors, industries and companies.