…an independent advisory firm building wealth with active portfolio management

Category: 2. Strategy

  • Volatile markets- take profits & reallocate

    Today the markets were extremely volatile.  The S&P500 closed flat but intraday dropped nearly 1.3%.  The NASDAQ closed up 0.54%.  It’s a very good sign when the market recovers from a deep stumble. Weakness in global markets initially spooked Wall Street. Volatile markets are a time for reflection.  I took this as an opportunity to…