The Dynamic Formula Newsletter -March

Steinberg Investment Group takes a holistic approach to Wealth Management, so we have developed and refined a process that puts every piece of the puzzle together as our clients’ lives unfold and their needs evolve. Our process is panoramic and all-encompassing, by engaging all service providers our clients always have the complete picture.?We call this “The Dynamic Formula.”

7 Pillars of the The Dynamic Formula: read here.

For decades, women have been making their mark on the business world, overcoming struggles and adversity to be able to get the same recognition as their male counterparts. In the world of finance, the process has been slow, but the pioneering efforts of many women throughout history have helped to change that, allowing women to take top positions in finance around the world. Take this opportunity to appreciate the women in your life!

The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on overseas developments, the other remains squarely focused on the fundamentals of the U.S. economy and the stock market to help investors stay the course.

Geopolitical uncertainty can be tough for investors to manage. The natural impulse for many is to sell, which history clearly shows is usually poorly timed. As difficult as it may be to see the green shoots through the fog of war, these periods usually end up representing good buying opportunities for investors. For the full article: Navigating Geopolitical Tensions.

Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the right asset allocation to meet your goals, the basic concepts are not. One approach to organizing your finances is the KISS rule: “Keep it Simple, Stupid.”

KISS can help you cut through the endless avalanche of financial and investment information. The financial truth is that there are relatively simple and straightforward methods that may help improve your financial health.

If you look at this list and need help implementing it, consider consulting a financial professional.