2021 Q4 Investment Strategy Update

There is a lot happening in the world and financial markets and we wanted to touch base with you to discuss the current stock and bond market environments and how we are approaching them with a risk-managed strategy.  Please use the link below to read the investment summary.

Every profession has its own language. In the investment summary, we tried to provide some background information so that you can better understand our strategy. If that is a little too much information, just skip to the Closing Section. This information reviews our general risk-managed strategy and may not apply to all accounts. If you would like to discuss your account(s), don’t hesitate to contact us.