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  • Writer's pictureNate Baim, MBA, CFP®

Staying Calm in the Storm

Enjoy this week's edition of the Planner's Beta

Beta (n) - climber's jargon that designates information about a climb This digest's purpose is to share observations, ideas, and treasures found this week which you may also find insightful. Sharing does not mean it's an endorsement. I am endorsing the pursuit of knowledge and exploration.

Something about Investing

Many investors fail to achieve financial success when they allow their emotions to impact financial decision-making. Over the last few weeks, we've experienced some significant ups and downs in the US stock market. How should you react when markets become volatile? Successful investors manage to stay calm. To check your investor related composure, click here.

Something Fun

Stressed? This Study Says You Simply Need a 20-Minute 'Nature Pill' (Good News Network) - A study from the University of Michigan found that 20-30 minutes outside can reduce cortisol (a hormone linked to stress). We've been taking neighborhood walks to get out and they sure have been helpful. We are anxious about when the forests and trails open up so we can get a proper dosage of nature.

Something about Economics

Why The Oil Markets Are Imploding (Forbes) - We are receiving a crude lesson (ha, crude, as in crude oil, ha, sorry). When supply outstrips demand, prices are very likely to fall. Many oil-producing nations were slow to cut production, and with much of the world spending less time traveling, and factories shuttered, the demand for petroleum plummeted. This situation means there is a lot more oil available than anyone wants. And if nobody wants to pay $10 a barrel for it, maybe sellers can find someone who is will to pay $5 for the petroleum. What is unprecedented about the current situation is market participants are willing to pay other people for taking delivery of the oil (negative oil prices). In essence, the cost of storing oil is so much that it makes sense to take a loss and pay someone else to take the oil.


Have something on your mind? Schedule a free call with Nate.


Pursuit Planning and Investments, LLC is an Investment Adviser registered with the State of Oregon. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Past results do not guarantee future results. Please contact us at 971-803-5948 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from PPI with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.


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