Points of View

As we move into what is already a very eventful new year, we wanted to take a moment to look back and reflect on the positive things that happened for LongView in 2022.

Last week personal finance coach Bridget Jones shared her insights on the topic as the guest host for the first webinar in LongView's 2023 series on financial empowerment. Last week's webinar, "Cultivating a Positive Money Mindset - Moving From Fear to Freedom," was all about how to overcome our limiting beliefs and identify inherited family patterns around how we approach money issues.

December 2022 marked 20 years since LongView was founded. During these two decades, we have weathered many historic challenges together. Through all these ups and downs, we have strived to maintain a steady hand, preserving and growing our clients’ portfolios by adhering to fundamental investment principles and keeping our eye on your long-term goals.

When I presented my TEDx talk last year on How Monastic Wisdom Can Improve Your Finances, I hoped it would reach a large audience and could help a lot of people. I'm thrilled to report that it reached 60,000 views this month. In November, some wild card of internet search algorithms caused the views to spike to over 60k hits, and still growing.

While more stuff won’t bring much happiness, meaningful experiences do fill us with joy. This holiday, give your friends and family an experience that helps them connect with you and those they love.

Despite challenges that environmental, social, and governance (ESG) investing faced over the last year, the outlook for women and sustainable investing in 2023 is bright.

LongView Founder David Cantor is quoted in an article by Morningstar listing 10 reasons why ESG investing is here to stay, despite recent political backlash from the right.

Global markets have left investors with few places to hide in 2022. Stubbornly high inflation has sparked the most aggressive interest rate increases by central banks in decades, contributing to concerns about recession. Nevertheless, we encourage you to hold tight, knowing that things will get better, that much of the downturn is already behind us, and that bear markets do not last forever.

Our recent webinar, "A Woman’s Guide to Financial Health and Money Confidence," offers financial strategies for every stage in life, including how to thrive in retirement.

Myths that women "just aren't that good with money," are detrimentally risk averse, and aren't interested in finance have been holding women back for too long. It's time to set the record straight.

In addition to poor financial literacy, I’m convinced that many bad money habits and unhealthy financial decisions originate from unprocessed trauma. As a result, most self-help books on finance are stuffed with useful information yet fail to produce the lifestyle transformations needed to build wealth or use it productively.

Financial markets saw a widespread increase in volatility during the quarter, with large daily price swings. Although the global economy continues to rebound from the pandemic-induced recession, early indicators suggest that ongoing supply problems, inflation, and central bank tightening, are hampering the pace of recovery.