The last three months have proven very challenging for many investors. As we discuss in this quarter’s market update, we feel investors should remain cautious in the short-term given the war in the Ukraine and some of the economic warning signs (e.g. rising interest rates/high inflation, recessionary pressures, etc). This doesn’t mean investors should be running for the exit, rather, they should have a bias towards US equities with a tilt towards growth, with a cash cushion to be opportunistic when appropriate.
As always, don't hesitate to contact us if you have any questions, or concerns. We'd love to hear from you!