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Our location, although remote, has not prevented us from being nationally recognized for our performance through the years. We have earned recognition by The Wall Street Journal, The New York Times, Barron’s and USA Today. Members of our team are also frequent guests on CNBC, Fox Business, Bloomberg Television and local news stations.
• Disconnect between the equity and bond market appreciation of the Federal Reserve interest rate path.
• A resilient labor market and rising consumer spending may keep inflation elevated for longer.
• Earnings deterioration and more Fed tightening are not priced in the market for 2023.
• The late phase in the business cycle may require a more defensive posture.