News & Updates
Showing posts tagged with: Sharon MA Investment Planning
25
Aug
Aug
Quarterly Update – July 2022
Genesis Wealth Advisors0 comments Commentary
Current Investment Strategy and Themes
- Sharp drops in bond and stocks prices do not signal its time to begin to take risk for the next growth cycle. Instead, the economic and interest rate cycle signals a
further need to reduce to levels of total portfolio risk.
25
Aug
Aug
Quarterly Update – June 2022
Genesis Wealth Advisors0 comments Commentary
Current Investment Strategy and Themes
- Traditional stocks and bond asset classes remain in a low return expectation environment.
- Strategies within stocks and bonds need to focus on protection and diversification.
25
Aug
Aug
Quarterly Update – May 2022
Genesis Wealth Advisors0 comments Commentary
Current Investment Strategy and Themes
- All asset classes are acting like high-risk assets, safety is hard to find.
- The transition to a monetary tightening policy and higher rates hurts stocks AND bonds.
Aug
Quarterly Update – August 2022
Genesis Wealth Advisors
0 comments
Commentary
Current Investment Strategy and Themes
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