Inflation has really impacted our domestic economy in 2022. Dr. Ainina and Neil Craft unpack the nuance around the topic and discuss what may happen next.
About The Speakers
Fall Ainina, Ph.D., CFA
Director of Research / Vice President
Investment Committee Member
Client Relationship Manager
Neil Craft is a registered representative of Alps Fund Distributors, Inc.
Social Security & Cost of Living Adjustment
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3rd Quarter Update - Economic Outlook 2021
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2nd Quarter Update - 2021 Economic Outlook
1st Quarter Update - 2021 Economic Outlook
International Investing Opportunities
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.