Summertime is in full swing, and so are the graduation parties, gatherings and barbeques with friends and family. At these events, I’m often asked to share my thoughts about the market, investing, and what might happen this election year – and I enjoy these discussions. However, I sometimes run into folks who are rather vocal, boasting about their calls on buying Bitcoin or getting into Nvidia at the “right time”. Hearing this, I smile politely and quietly, knowing that these individuals will never share details of the inevitable losses and poor judgment calls they also made along the way.
Our investment approach is purposely designed to avoid the pitfalls of day trading and the sensational appeal of trying to “time the market”. We employ a disciplined, evidence based approach that continues to perform through varied market conditions. By building globally diversified portfolios and utilizing strategic asset allocation, we effectively and appropriately manage risk according to each client’s individual circumstances. Perhaps it’s not the sexiest story to tell, but it’s an approach that works for our clients. Now that’s something to brag about!
Our Chief Client Officer, Annette VanderLinde, MBA, CWS®, AIF®, and our Investment Team share their outlook for the coming months as well as some reflections on good news for the Liberty team.