Volatility; Now What?
Market volatility and geopolitical turmoil has certainly engulfed our news cycle in the first quarter of 2022.
Today, we're going to discuss how we got here and what to do about it.
About The Speakers
Fall Ainina, Ph.D., CFA
Director of Research / Vice President
Investment Committee Member
Ashlee Walton, CFP®
Senior Financial Planner
Neil Craft
Client Relationship Manager
Recent Podcasts
Social Security & Cost of Living Adjustment
1st Quarter Update - Economic Outlook 2022
3rd Quarter Update - Economic Outlook 2021
Understanding Risks In Cryptocurrency
2nd Quarter Update - 2021 Economic Outlook
1st Quarter Update - 2021 Economic Outlook
Balanced
Typical Allocation Range
Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%
The Balanced strategy has a target range of 40% - 70% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.