Senior Vice President - Branch Director - Consulting Group
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
We believe in a disciplined approach to investment management. We structure client portfolios to meet short-term needs as well as long-term strategic goals. The first priority is satisfying day-to-day income needs and planning for any near-term capital expenditures by using cash management strategies and short-term fixed income instruments. The next step is structuring a core strategic portfolio for long-term appreciation. This portfolio has a traditional focus using an equities and fixed income allocation based on the client’s risk tolerance and financial objectives. Finally, we carve out a tactical/satellite allocation positioned to take advantage of opportunistic strategies and shorter-term ideas.
October 24, 2017
Retirement Plan Update
Social Security At-a-glance
Safeguarding Assets for the Elderly
November 1, 2018
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