by Greg Dillard CFP (TM) | Nov 5, 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...
by Matt Gazaway CFP (TM) | Mar 25, 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...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes
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) | Feb 1, 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 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...
