Schluchter Investment Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.
Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.