We see an opportunity developing.

• Income/Value securities are historically cheap versus popular stocks.
• These securities don’t require a sharply rising stock market for their returns and have buffers against declining markets.
• Changes are happening like higher inflation, rising rates, and a recognition that the stock market may struggle for sometime. This could lead to an extended period of time of relative outperformance for these securities.
• Experienced professionals like myself are available to do the necessary research and structure portfolios to client’s needs.

Let’s talk about how we do this and see if there’s a match.