October 1, 2022 Investment Strategy Update

We hope this email finds you well. Below is a link to our investment strategy update that reviews the third quarter of 2022. This is an important one to read. We started it with a summary section for those of you who may not want read through the whole update; however, we encourage you to do so.

This year has been a historically bad one for both stocks and bonds. On a relative basis, our risk-managed strategies have been performing well. Unfortunately, we don’t think all the selling is over. This next quarter is setting up to be a bad one, but as we mention in the report, there are some things that could occur that could move the markets positive rather quickly.

Our risk-managed strategies are around their minimum exposure to stocks and bonds, with most tactical strategies holding large amounts in FDIC insured interest-bearing cash accounts and ultra-short-term U.S. Treasury exchange traded funds (ETF’s). As we mention, the more the markets fall while a risk manage portfolio is losing minor amounts, the greater the return potential when markets turn positive.

We encourage you to read the report by using the button below and Contact 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.