…an independent advisory firm building wealth with active portfolio management

Category: 2. Strategy

  • Panicked?  Here’s what I’m telling my clients

    Panicked?  Here’s what I’m telling my clients

    The market has tumbled over the past couple weeks.  Here’s what I’m telling my clients: As of mid-April, the stock market was gaining ground, especially Small/Mid Caps.  But on the 19th, FED chairman Jay Powell stated the obvious, that FED fund rates would need to accelerate.  Since then, the stock market has been in a…