2023 Mid Year Review Newsletter – An update of performance, trends, research, and topics for the long-term investor.
We’re halfway through the year! Where has the time gone? The first six months of 2023 have been eventful; the Feds finally pressed pause on rate hikes after five increases this year.
2022 Annual Review – An update of performance, trends, research, and topics for the long-term investor.
2022 – A return to quality and value. We have previously talked about value and growth cycles in the markets, and it looks like this year’s pull back may have ended a 13-year run for growth stocks.
After we have worked together to develop an appropriate asset allocation, it is time to start building the portfolio. Based on your allocation we will start to build out each asset class. With $100,000 or more to invest in individual stocks, we believe this is a great method to build and manage a portfolio.