The importance of today, with all its opportunity and challenges, is why we segment dollars within your portfolio. In the short-term, years like 2022, when stocks and bonds both finish below average, it may be easy to feel down about the present.

Running from a startled bear in a down market gives way to chase and exhaustion. So instead, we exercise patience and look for opportunities to position for recovery. For example, rebalancing, tax-loss swapping, and focusing on investment valuations, specifically in the longer-term portfolio segments.

Financial markets and economies can move like a pendulum swinging side to side, exceeding the bounds of moving averages on occasion. While it may be tempting to believe that today's conditions will be with us forever, history reminds us that this too shall pass.

As a fiduciary wealth management firm, we work hard to protect our clients’ information; and with our clients’ participation, there are steps that when taken together to make this line of defense even stronger. This article is an outline out some of the easy steps that can have a large impact:

In its most basic definition a mutual fund is an investment vehicle that pools investors’ money together to build a portfolio of securities. Mutual funds can offer the benefit of diversification and processional management to investors with smaller amounts of money to invest.