Investment Strategy

MARKETS & INVESTING   Revisiting your allocation helps keep your financial plan aligned with your goals, risk tolerance and time horizon. When your portfolio is first constructed, it will ideally reflect your investment objective – a combination of your goals, risk tolerance and time horizon. Unless something changes, your portfolio should continue to align with […]

MARKETS & INVESTING June 02, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After selling off ~18% from 3/29 to 5/20, the S&P 500 has bounced ~9% (from oversold levels) over the past two weeks with many of the most beaten-up names […]

MARKETS & INVESTING May 31, 2022   Markets flailed in May, seeking certainty amid conflicting signals. The churn of now-familiar currents produced a May seemingly driven by headlines as the S&P 500 closed more than 1% up or down eight times on the news of the day. At different moments, inflation and the U.S. Federal […]

MARKETS & INVESTING May 27, 2022   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy. Short-Term Summary: After selling off ~16% over the past two months and reaching bear market territory, the S&P 500 is attempting to bounce from oversold levels. A few technical indicators we […]