If you blinked yesterday, you missed House Speaker Kevin McCarthy's speech casting the brinksmanship around the federal budget as an existential battle for discipline. . . .
Financial advisors were not created equal, and as an investor – what considerations should be taken when selecting an advisor who will be involved in helping to achieve your family’s goals for their financial future?
The winning strategies were selected based on a four-step methodology looking at the ability to generate alpha over a peer group benchmark, a positively skewed risk and return profile distribution, downside and tail-risk management, and consistency of returns.
Rather than sticking our heads in the sand, or saying “markets will recover,” now is the time to be exceptionally diligent. The last 15 months have been exhausting, and this will likely continue to be the case.