Key Takeaways
- While uncertainty may still be a concern to investors, diversification and a disciplined investment process are considered key factors for long-term success.
- Bond yields have reached their highest level in years and can have a positive impact in many client portfolios.
- Events in Washington D.C. may demand investor attention, but what drives markets over time are factors such as the pace of economic growth and the direction of corporate earnings.
- We’re looking at taxes, deregulation, tariffs, and immigration to see how they will impact the economy and the decisions we make regarding our clients’ portfolios.