November 2022 Investment Changes

November 2022 Investment Changes

November 2022 Investment Changes view all blog post " 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...
May 2022 Investment Changes

May 2022 Investment Changes

May 2022 Investment Changes view all blog post " 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...
Recent Investment Changes

Recent Investment Changes

Recent Investment Changes view all blog post " Investment Changes Summary With the backdrop of market fluctuations and the confirmation of the Fed raising interest rates this year, here are some of the changes we have made in our portfolios:  Shortened bond fund...