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.
A Long-Range Economic Look at the Year 2023
Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.
As the world grapples with the uncertainties of a major war in the heart of Europe, it is essential to realize that we will be facing more volatile markets ahead. However, if history is any guide, the long-term impact on markets should be manageable.
As mentioned on WHIO TV
It might seem obvious to over or under-weight stocks or industries based on who is president. However, our research shows this may not be a winning strategy and, could in fact be harmful to a portfolio.