Q3 Commentary

All asset classes suffered losses in the third quarter. Today’s financial storm is being caused by many different factors mainly attributable to rising interest rates, the war in Ukraine, China’s stalled economy and the strong US dollar. The humbling admission is that there is not yet a clear path as to when these issues will be resolved.

However, the evidence around trying to time the market overwhelmingly supports remaining invested rather than trying to time the bottom. We are confident in our current positioning and the funds we own. We see opportunities in fixed income and exercising patience as we look for additional tactical opportunities in the equity market.

How To Access Your Statements

Quick tutorial guide for seeing your quarterly statements.

Your quarterly statements are accessible through your Tamarac client portal on eMoney. Watch this short video to show you how to easily access your statements.

Dominate Your Employee Benefits Open Enrollment

Go into your benefits open enrollment with a plan to avoid stress and make the best decisions for you.

September and October are popular months for employee benefit open enrollments.  Open enrollment periods are the one-time a year that you are able to change your benefit elections without having a qualifying event.  Unfortunately, too many people ignore the open enrollment period and blindly allow their benefit elections to roll over to the next year or procrastinate and don’t properly review what’s available and how it fits into their broader financial plan.  We want to help you go into your benefits open enrollment with a plan to avoid stress and make the best decisions for you.  This is our quick guide on how the most common employer benefits might fit into a broad financial plan.