Investment Update: September 2022

AWM has diversified your investments beyond just traditional stocks and bonds. Introduction to the newest strategy in your portfolio (it’s not fixed income) Opportunities for other positions in your “diversified” sleeve “Don’t put all your eggs in one basket.”  2022 has been a good illustration of this saying for investors.  Both stocks and bonds declined.  Read more ➝

fixed income as an ingredient: table with money, balance sheet, minature wood house

Views on Fixed Income: Fixed Income as Ingredient, Not Total Solution (Part Three)

Fixed income represents an ingredient, not a total solution, for conservative investors. Expensive valuations and shifting central bank policy might detract from the historical attractiveness of traditional fixed income. A mix of investments with income generation and reduced volatility potentially could help investors in the current environment.   We believe fixed income is an expensive  Read more ➝