Volatility; Now What?
Market volatility and geopolitical turmoil has certainly engulfed our news cycle in the first quarter of 2022.
Today, we're going to discuss how we got here and what to do about it.
About The Speakers
Fall Ainina, Ph.D., CFA
Director of Research / Vice President
Investment Committee Member
Ashlee Walton, CFP®
Senior Financial Planner
Client Relationship Manager
We understand that preservation of capital and long-term growth are critical to our clients. For this reason, we use strategic asset allocation techniques to create balanced portfolios custom-tailored to meet each individual's investment needs and risk tolerance.
Typical Allocation Range
Equity: 40% - 70%
Fixed Income: 30% - 60%
Cash: 1% - 15%
The Balanced strategy has a target range of 40% - 70% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.
Sector analysis in an important part of our portfolio management process. Changes in sector weightings are made based on our analysis.
We believe that having the maximum flexibility to follow our research is the key to adding value to our clients' accounts.