October 2024 Investment Changes

October 2024 Investment Changes

October 2024 Investment Changes view all blog posts " October 2024 UPDATES We sold commodities-based fund and exchanged into a high yield money market fund. WHY? Commodities are generally used as an inflation hedge in portfolios, especially in times where fixed income...
March 2024 Investment Changes

March 2024 Investment Changes

March 2024 Investment Changes Increased focus on high quality strong balance sheet companies in our equity holdings.  Our mantra remains “not all companies are well prepared for higher interest rate era.” With “higher for longer” interest rates a real possibility and...
May 2022 Investment Changes

May 2022 Investment Changes

May 2022 Investment Changes view all blog posts " May 2022 UPDATES In light of continued inflation and interest rate hikes by the Fed, here are a few changes we’ve made to support a slightly more defensive approach and to stay invested in a high quality...