Quarterly Newsletter

Summit Perspective Summer 2022 EditionSummer 2022

Inside This Edition …

  • Feature Article: Facing the Bear: What to Do When Markets Fall
  • Summit Spirit Award: Monika and Bay Area Crisis Nursery
  • Summit University: Teens and Money is Back!
  • Community Corner: From Beauty Queen to Girls’ Advocate
  • Look Who is New! Welcome Baby Cameron!
  • Summit Trivia Challenge

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Facing the Bear: What to Do When Markets Fall

Inflation is running hotter than at any time in 40 years. There is a war in Europe, interest rates are rising, and consumer sentiment is in the tank. As a result, a bear has been mauling the stock market this year. Additionally, a spike in interest rates has caused double digit declines in bond prices, and high inflation is eating away the value of any cash in the bank. Other than the historically volatile energy and commodities sectors, there has truly been nowhere to hide in 2022.

Many of our clients have lived through down markets before. Most notably in 2008-2009 when the Financial Crisis caused the S&P 500 to slide over 57% and diversified portfolios to decline more than 30% at their lowest point. It was no fun, but those who remained invested saw the benefit of staying the course as the S&P 500 bottomed at 666 in March of 2009 and recently stands over five times higher without counting dividends! (3,775 as of 6/22/22).

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Spring 2022
Winter 2022
Fall 2021
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Spring 2021
Winter 2021
Fall 2020
Summer 2020
Spring 2020
Winter 2020
Fall 2019