The producer price index (PPI) release, which generally reflects wholesale prices, which ultimately feed into consumer prices, was below estimates on all fronts this morning (including core).
As the year began with grim predictions and market uncertainties, investors faced a tough choice: selling assets and holding onto cash or jumping into stocks. Fear of significant financial losses during turbulent times is entirely understandable. However, there’s a prudent and reliable investment strategy that can help our clients sail through these challenging waters: dollar cost averaging (DCA).
In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
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