Market Perspective Communications Market Perspective Communications

Bear Encounter

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.

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Market Perspective Jason Ranallo Market Perspective Jason Ranallo

Be Your Own Bank

Margin lending is a flexible line of credit that allows investors to borrow against the securities they already hold. When used responsibly, margin can serve as a source of liquidity for short-term financial needs.

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