by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes, Recent Post
Looking back on the first half of this year, we saw modest positive returns across most sectors, however, the front-and-center story again was inflation and the Fed’s interest rate policy. The markets are still fairly obsessed with projecting what’s coming...
by Matt Gazaway CFP (TM) | May 5, 2023 | Featured, Investment Changes
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...
by Matt Gazaway CFP (TM) | Feb 13, 2023 | Investment Changes, Recent Post
2022 Investment Changes view all blog posts " Investment Changes Summary 2022 Year in Review 2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years, causing painful ripple effects across...
by Matt Gazaway CFP (TM) | Nov 30, 2022 | Investment Changes, Recent Post
November 2022 Investment Changes view all blog posts " November 2022 UPDATES We repositioned a portion of our shorter-term bond funds into money market funds. WHY? Attractive short-term yields with minimal interest rate risk due to the recent Fed rate hikes. We...
by Greg Dillard CFP (TM) | Sep 7, 2022 | Home Page, Investment Changes, Recent Post
September 2022 Investment Changes view all blog posts " September 2022 UPDATES We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies. This decreases our concentration to Industrials and Materials...
by Matt Gazaway CFP (TM) | May 7, 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...
