- From a high level, we are always focused on a few key items: economic growth, interest rates and earnings. We believe that with an understanding of changes in those key variables we can develop a solid foundation for asset allocation decisions and fundamental investment decisions.
- We never try to be surgical with the timing of our investment decisions. We believe that if we can be directionally correct on a consistent basis it improves the odds of long-term wealth compounding for clients.
- The beginning of 2020 has been a historically unique period for individuals, businesses and financial markets. As we navigate the environment we are distilling our research down to the things we can control and positioning portfolios accordingly.