July 1, 2022 Investment Strategy Update

Below is a link to our investment strategy update that reviews the second quarter of 2022. It has been an historically bad first half of the year for both stock and bond markets. Clients who are utilizing a risk-managed strategy should be outperforming a similar buy-and-hold strategy because we have reduced exposure to both stocks and bonds throughout the year. During times like these, we feel that communication is more important than ever. In updates like the one you can read below; we strive to provide you with an overview of the market environment and how we are approaching it. Because this report goes to all our individual clients, it provides a general overview of our strategies, which may or may not apply to your particular account(s).

We encourage you to read the report by using the button below and contacting us if you have any questions or concerns. We prefer to discuss any concerns you have rather than have you worry about them. There may be issues that we can easily solve by adjusting your portfolio, and there may be others that can be explained, which could help reduce any worries you may have.