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 the probability of further interest rate hikes fairly low, we also recently deployed more cash into high quality bonds in our fixed income holdings.
See below for more market commentary:
As always, don’t hesitate to reach out to Greg or me with any questions.
Matt Gazaway, CFP(R) | Greg Dillard, CFP(R)
Our Process
As a reminder, we follow a disciplined and diversified asset allocation process to build our portfolios. We believe in long-term investing, not short-term speculation. We lean on our Commonwealth Research team of 25+ professionals for ongoing asset allocation and fund screening. (Remember, Commonwealth offers no proprietary products, which enables us to make objective decisions.) Then, we utilize a secondary screening through Morningstar (a third-party investment research company) for another layer of due diligence.
Let Us Be Your Guide
At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS
© BridgeQuest Wealth Strategies • Designed by Square Peg Marketing & Branding LLC