Investment Market
1st Quarter 2022, Investment Market Review

As we have noted over the last few quarters, we remain laser focused on the trend in inflation.  As such, we continue to search for companies that will thrive in a high inflation environment.  That is not to say that we are abandoning our focus on quality growth companies.  Rather, we are seeking to add some exposure to those segments of the market that will perform best should inflation remain elevated for longer than expected.  As a hallmark of our investment strategy, our client portfolios hold high quality securities with strong safety profiles.  During this period of ongoing volatility, we are even more cognizant of the need for defensiveness and safety.

Investing Education

Investment Disclosure: None of the information contained on this web site constitutes a recommendation to buy or sell stocks or other investment products.  Material on this web site is presented for informational and/or educational purposes only.  Investing involves risk, and is not suitable for all people.  Investment risk includes, but is not limited to, the risk of loss of principal.  You should seek competent guidance before beginning an investment strategy.  Information herein of a factual nature is believed to be accurate, but may contain errors outside of our control.