Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios. Read the full economic outlook in the latest edition of Global Insight.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. *If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact us at The Thompson Wealth Management Group. *To set up a consultation, click on Contact.
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