Investment Market
Commentary
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

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