2022 Mid-Year Market Update


For various reasons, the first half of 2022 was one of the most difficult 6 month periods for investors in several decades. If you were unable to join us for our live call yesterday, a link to the video recording is below.


Topics of discussion included:

  1. The case for stocks, now that they are priced back to “normal".

  2. Why this market correction feels “different”, despite the decline in stocks looking similar to past corrections.

  3. How / why we have dramatically shifted our fixed income allocations while the Fed is shifting monetary policy.

  4. Brief revisit on Trend/Tactical component of portfolios.

  5. Expectations for the near term and long term.


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