May 1, 2022 Investment Strategy Update

We hope this update finds you well. Below is a link to our recent investment strategy update. Both bonds and stocks have had a negative start to the year. We wanted to touch base with you to discuss what has been happening in the financial markets and how we are approaching our risk-managed bond and stock strategies. 

As we have discussed before, every profession has its own language. In the investment strategy update, we provide some background information so that you can better understand our investment approach. If that is a little too much information, just skip to the Wrap Up section at the end. This update reviews our general risk-managed strategies and may not apply to all clients or accounts. 

We will be touching base with clients to review their account(s) and investment strategies. If we don’t contact you as quickly as you would like, please schedule a call. We always encourage you to contact us if you have any questions or concerns, so please don’t hesitate to do so.

We appreciate the trust you have placed in us and are working hard to help you achieve your financial goals so that you are better able to achieve your life goals.