Five articles, 5 minute reads. Please take a look at our top blog posts from the week.
Top posts:
*Note - the Facebook articles don't require a Facebook account - just click on the image.
Welcome Rachelle Allen!
- The future of the wealth management industry has become one of larger, fully integrated teams which offer a higher level of service. With this in mind, we are excited to announce that Rachelle Allen's practice has merged with the Finucci Janitis Wealth Management Group. Read more (2 mins)
What we're doing with portfolios - May 2022
- During our previous market updates, we've talked about the importance of asset allocation and staying on target. As our portfolios move up and down with the market, we trim holdings to take profits, taking the proceeds to buy areas where we're underweight. We're buying stocks not selling. Take a look at our note from earlier this week (2 min read)
Market updates from Eric and Vito:
Our thoughts on the market this week
- Given ongoing volatility, we have published another letter... this time focusing on profitability levels. Check it out (2 min read)
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All the best,
Vito, Eric and Rachelle