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Investment & Economic Strategy Update — July 15, 2021

In Our Opinion:

• The first half of 2021 went very well for our clients.

• We are continuing to make subtle adjustments to our portfolio.

• Something to keep in mind about our firm; we spend a tremendous amount of time and money on daily research.

• We continue to like the US marketplace, the best on a global basis.

• We may eventually add some positions in the emerging markets but not right now.

• The US economy will do well for the second half of 2021, as well as 2022.

• Inflation is a concern, but currently not a big concern.

If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, and schedule a consultation.


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