Quarterly Commentary
March 31, 2023
US Focused
For the sake of simplicity, the following discussion will reference our “Core Maximizer US-Focused Growth with Income” strategy, which is the typical 60% Equity/40% Fixed Income strategy/allocation used for comparison and discussion purposes. Our current positioning is similar to that of last quarter end, but we made adjustments that will change the composition of each client’s specific strategy.
March 31, 2023
Global
For the sake of simplicity, the following discussion will reference our “Core Maximizer Global Growth with Income” strategy, which is the typical 60% Equity/40% Fixed Income strategy/allocation used for comparison and discussion purposes. Our current positioning is similar to that of last quarter end, but we made adjustments that will change the composition of each client’s specific strategy.