Blog

Sunday, November 27, 2022

Dear Client, The third quarter of 2022 was a story of undulating market reactions to inflation news.  The S&P 500 bottomed out June 16th and began a brief recovery over the next two months.

Monday, October 24, 2022

The growth models continue to be 100% equities.  Although an impending recession would be difficult, the growth models are long-term portfolios placing emphasis on potential long-term returns over short-term volatility.