03/03/2022
With the recent unfolding of events in Ukraine, we wanted to pass along a link to a resource available from one of our investment partners, Franklin Templeton. This resource is Franklin Templeton’s “Anatomy of a Recession”. You may have been introduced to this resource in one of our review meetings, as it provides a timely snapshot of the current state of the US economy and a gauge of any potential recession risks. Last Thursday, upon the onset of Russia’s invasion of Ukraine, Franklin Templeton published a short (5 minute) video that is congruent with the Kelley Financial Group and LPL’s interpretation of the invasion as it relates to the short term and long term effects on the economy and investment markets.
We also have been proactively managing your investment portfolios with some changes made in January that have helped mitigate some of the recent volatility. Today, in our Investment Committee meeting, we reached a consensus to not make any further changes in our portfolios as we feel that we are properly positioned for both the recent market volatility as well as what we believe should be a market rebound based on historical precedents and the current strength of the US economy.
Here is the link to Franklin Templeton’s “Anatomy of a Recession” with the aforementioned video located near the top of the page:
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