As we now find ourselves out of the woods (so to speak) I’m considering lessons learned from the 2020 correction. We see once again proves that the tried and true method of disciplined rebalancing and broad diversification is the correct strategy. At the beginning of 2020, nobody had any idea that a global pandemic would… Continue reading Musing
Month: April 2021
Q1 Market review
Quick summary of what happened the last quarter and year. Clients will receive a customized report detailing their portfolio performance and holdings to get an idea of their relative performance.