by Advising Partner | Jun 28, 2024 | Asset Allocation
July 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities We will slightly reduce exposure while maintaining an overweight position. Positive trends across all timeframes support its status as the strongest equity asset class. The minor adjustment in...
by Advising Partner | Jun 4, 2024 | Asset Allocation
June 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will not change and will remain overweight. Trends over all timeframes are positive, and it remains the strongest equity asset class. = International Equities Exposure will be at...
by Advising Partner | May 3, 2024 | Asset Allocation
May 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will increase and remain overweight. Trends over all timeframes are positive and it remains the strongest equity asset class. A portion of exposure will be added from weaker real estate...
by Advising Partner | Apr 3, 2024 | Asset Allocation
April 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will not change and remain overweight. Trends over all timeframes are positive. Within U.S. equities, exposure continues to be tilted toward growth and large caps. Value, mid, and...
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