Irvine financial planner advisor
Skip to content

Quarterly Financial & Investment Update

Second Quarter 2022
Get Informed on the Financial Markets, Investment Performance, and Economy

The second quarter of 2022 was a rough period for stocks, bonds, and real estate, further culminating in one of the worst starts to the year in decades. There are encouraging signs for investors, though.

Video Presentation (PDF)

Download a PDF copy of the video presentation.

Performance Reporting

Check the performance of your investments anytime.

Reach us at (949) 305-0500