The Emerald Way July 2023
Freedom and Fun
As we enter July, we want to wish you all a happy 4th! 🎆🎉🏞 We hope you have some fun, safe plans to celebrate the freedoms we all enjoy as Americans. As the temperature heats up, interest rate hikes may be showing signs of cooling. Will inflation follow and reduce all the recession chatter? We sure hope so!
In other news, the recent disappearance of the Oceangate Titan submersible has piqued global interest while Americans are breathing a sigh of relief that party lines came to an agreement to avoid a default. It seems there’s always a reason to sit on the edge of our seats!
Continuing Emerald’s Summer Series, this month on the blog we will touch on two important topics: how we build portfolios and fixed-income strategy. What goes into building a portfolio? In an effort to help clients understand our portfolios, we share what goes into our portfolio and some of our methodology. And as investors, timing the market isn’t a recommended action plan. However, using a fixed-income strategy as part of an overall investment strategy can be a part of a healthy financial plan.
Independence is a value that this country has fought for, and which directs much of the way America makes decisions. This month’s money question helps us as individuals to think of our own values and principles as they relate to money.
What are the values and operating principles that guide my financial and life decisions?
Again, happy 4th of July! Stay safe, stay proud! 🎆🎆🎆
