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...
by Matt Gazaway CFP (TM) | Feb 1, 2022 | Investment Changes
Recent Investment Changes view all blog posts " 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...
