Our investment philosophy incorporates an economic outlook to assess: Where the markets have been, where we currently are, and how those events should play out in the future. We publish our outlook as a means to keep our clients informed about how different aspects of domestic and foreign policy are affecting the market. Because we are a small team of investment professionals, we leverage our research with those produced by our mutual fund partners and Cetera’s national analytic team. The combination of their in depth research and our own insights are used to graph our models with the end goal of helping our clients reach their financial goals. We encourage you to read through both economic outlooks to better understand how we use our investment philosophy to proactively manage portfolios.
