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We believe the right way to invest is to diversify by strategy. For the first time since the great financial crisis of 2008, our researchers are in agreement that the short-term is a little bearish.
To get to the highlights of our investment update, here are some shortcuts for you:
- 5 mins 10 seconds: 5 big factors driving markets today
Link: https://youtu.be/BNO1J-qiASE?t=310 - 11 minutes: 3 changes we have already made to many of our client portfolios
Link: https://youtu.be/BNO1J-qiASE?t=660 - 17 mins 15 seconds: Virginia Wu on when the best days in the markets tend to occur…
Link: https://youtu.be/BNO1J-qiASE?t=1034 - 23 minutes: Chad Harmon on reasons for optimism
Link: https://youtu.be/BNO1J-qiASE?t=1380 - 30 minutes: Judson on shrinkflation and what we can do about it
Link: https://youtu.be/BNO1J-qiASE?t=1795
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.