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Cairn Wealth Management

Fieldnotes

NEWS & ANNOUNCEMENTS

Welcome to Fieldnotes.

Here is where we share our thinking on markets, investment strategies, and the work we do on behalf of our clients. You’ll find our quarterly market updates here, along with notes on the ideas, data, and decisions shaping how we manage your portfolio, plus occasional firm updates and team milestones worth sharing.

We write the way we invest: plainly, and with the facts front and center. No hype, no hedging. Just a clear look at what’s happening and how we’re responding to it.

Have a question about something you read here? Reach out.

Newsletter and Quarterly Update March 2024

Newsletter and Quarterly Update March 2024

Greetings from the Northwest! Well, it’s been quite a first quarter for 2024! Against a backdrop of multi-faceted turmoil, the US economy has been strong enough to avoid a recession, despite last year’s spike in interest rates and enduring inflation. Apparently, consumers are still spending, even if it means getting...

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Newsletter and Quarterly Update December 2023

Newsletter and Quarterly Update December 2023

Greetings from the Northwest! As we welcome the new year, let’s briefly consider how exceptional 2023 has been. Thanks to strong El Niño conditions in the Pacific, the drought in California has been quenched, Washington has a state new record Mahimahi (a tropical fish often associated with Hawaii), and at this point...

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Newsletter and Quarterly Update September 2023

Newsletter and Quarterly Update September 2023

Greetings from the Northwest! How quickly things get back to normal; the weather, I mean, not the economy. As I begin writing this it’s a blustery and wet fall day that serves to remind me that all things, good or bad, must eventually come to an end. Of interest to us all is where our economy is headed, something...

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The SECURE 2.0 Act

The SECURE 2.0 Act

Passed in December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act included several provisions designed to address a wide variety of retirement planning topics. Considered one of the most comprehensive pieces of legislation affecting retirement savings, it contained several reforms...

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Newsletter and Quarterly Update June 2023

Newsletter and Quarterly Update June 2023

Greetings from the Northwest! What a difference 12 weeks makes in the weather! We’ve got a great start to the summer this year, not having to suffer through the typical June downpours before a sudden seasonal shift to dry and hot; we’re already there and my lawn is suffering. Sometimes it’s nice to have simple...

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Newsletter and Quarterly Update March 2023

Newsletter and Quarterly Update March 2023

Greetings from the Northwest! I’ve heard that it’s finally Spring. I’d like to see some evidence before I believe it! All of us on the West Coast would welcome a change from the cold and rain. Attempting just that, I recently spent a few days at Disneyland with my granddaughters and rarely have I been so wet, and...

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Patrick Mason CFP,® to be Featured as Panelist

Patrick Mason CFP,® to be Featured as Panelist

PicturePatrick Mason of Cairn Investment Group Speaks at Private Wealth PNW Forum 2023 We are proud to announce that our own Patrick Mason has been selected as a panelist at the 2023 Private Wealth Pacific Northwest Forum being held in Portland on March 8, 2023. The Private Wealth Pacific Northwest Forum was...

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To Convert or Not To Convert

To Convert or Not To Convert

With the abundance of financial information now accessible online, the interest in Roth conversions has increased substantially in recent years, and for good reason. Roth IRAs are largely considered to be one of the most appealing retirement savings vehicles available. Coupled with declining tax rates and a...

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Newsletter and Quarterly Update December 2022

Newsletter and Quarterly Update December 2022

Greetings from the Northwest! It’s a new year, and, I hope, a happy one! I had to check the calendar to believe that it’s been three years now since I took the helm from Jim and began writing the opening lines of these newsletters, and what a three years it’s been! It’s a matter of fact that none of us truly knows...

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