Integrated Wealth Management

From losing purpose, becoming disconnected socially, missing work they love - many retirees are finding the transition challenging. "Unretiring" is a growing phenomenon. Read about a an excellent self-evaluation model that can help to define what you want your retirement to look like. And it might just mean you need to unretire and find work, a new business or vocation to enjoy retirement.

www.cnbc.com/2022/06/15/67-year-old-who-unretired-at-62-shares-the-biggest-retirement-challenge-that-no-one-talks-about.html

A 67-year-old who 'un-retired' shares the biggest retirement challenge 'that no one talks about' Many people think of retirement as a long vacation. But that's often not the case, says retirement expert George Jerjian, who came out of retirement at 62. He shares the biggest downside of his retirement experience, and how a Japanese concept helped him overcome it.

There is a strong case for investments in commodities to grow wealth in a stagflationary environment like in the 1970’s. Even if we don’t get stagflation, commodities still have lots of room for growth due to policy mishaps by government, the Russia/Ukraine conflict and ongoing supply chain issues.

www.zerohedge.com/markets/golden-opportunity-how-invest-coming-stagflation

A Golden Opportunity: How To Invest For The Coming Stagflation ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

There is a lot to unpack when it comes to the Russian invasion of Ukraine.

We are pleased welcome back retired Major Brian Hamilton of the Canadian Armed Forces, for another Big Picture conversation on Tues. April 19th @ 10AM MST, to provide an expert, military perspective on the conflict.

Register here: https://attendee.gotowebinar.com/register/2644377564221170191?source=IWM+-+Facebook

Brian is a decorated solider who served our country for 32 years getting his start as an infantry officer and eventually becoming a senior intelligence officer.

He will share his views on:

* The precursors to the Ukraine invasion
* Why Ukraine has had success repelling the Russians thus far
* How and where he obtains reliable information about the state of the conflict
* How he sees the situation unfolding
* And more …

Join us on Saturday, April 9th @ noon MST for our free webinar, "Grace Under Pressure: Disciplined Portfolio Solutions Amidst Global Turmoil". Register here: https://attendee.gotowebinar.com/register/8519108873007509774?source=IWM+-+Facebook

In January we said 2022 will be volatile and investors will be faced with significant "noise" that will test decision making. Well, it’s happening. Interest rate hikes are underway, inflation hasn’t eased up, food and energy shortages are emerging and the risk of conflict extending beyond the Ukraine’s borders is real.

Managing intelligently through all this turmoil is paramount, with the clear advantage going to those with independent thinkers running their portfolio. We’ll be covering a lot ground including:

• Why making money with traditional investments and approaches will be harder in the future
• Finding opportunities amidst the market turmoil driven by Ukraine/Russia: and rising inflation and interest rates
• Active management strategies to reduce risk in volatile markets
• Overcoming the confusion and fear driven by mainstream financial media and 2 years of COVID in order to make good investment decisions

We look forward to having you join us.

register.gotowebinar.com

In addition to the continued low interest rate environment, ongoing fiscal stimulus and inflation, the vast amounts of cash on the sidelines is also another factor which supports gains in equities for 2022.

Big wealth investors are likely to put money to work in stocks after amassing record levels of cash Hundreds of billions of dollars in cash have been amassed by investors in the last few weeks of 2021, setting the stage for a move into equities in 2022.