I’ve been in training for several weeks. Attending Cambridge’s National Conference and then a market update seminar for First Trust. The purpose of this training was to be around the best minds in our industry. The re
sounding takeaway is two-fold. The market is slightly undervalued, and volatility will continue until the Federal Reserve stops raising rates.
Other highly-debated topics are whether or not the United States is currently in a recession, when will the Federal Reserve cut rates, and what will the unemployment numbers be.
There are a few items to consider:
- Portfolio Review: let us compare your positions with risk tolerance and make sure your investments are diversified.
- Rising Rates: with rising yields due to aggressive rate hikes by the Federal Reserve, clients may want to consider some fixed-income exposure.
- Small-Cap Stocks: for clients with a longer investment horizon, down markets could be considered buying opportunities. I am specifically looking at US-based small-cap stocks.
As always, please don’t hesitate to give us a call with any questions or concerns. We are here for you and appreciate your business.
Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge, a Registered Investment Adviser. Schott Financial Management and Cambridge are not affiliated.
