Investment Strategy Update

Mar 26, 2020COVID-19

Over the past six weeks we have been proactively adjusting our investment models, held at TD Ameritrade, to manage volatility and to seek out new investment opportunities that we have identified. The most recent adjustments were made primarily for two reasons: First, there has been significant mispricing in the bond markets over the last two weeks. To combat the mispricing, The U.S. Federal Reserve announced that they will be buying U.S. Treasuries, Municipal Bonds, and Investment Grade Bonds. Being on the same side of the “Fed.” is typically a good idea, which is why we increase our exposure to these types of bonds. Second, our independent research is suggesting that after some relief rallies, there could be further downward pressure on the stock market in the near-term. While, we remain confident in the long-term prospects of the stock market, we want to take advantage of any reasonable opportunity to buy low and sell high. As Warren Buffet once said, “Be fearful when others are greedy, and be greedy when others are fearful.” We feel we are well positioned to take advantage of these opportunities and to continue to upgrade the quality of the companies we own, in both stocks and bonds.

We will continue to try our best to keep you updated on our investment strategies by sending additional emails, postings to our website ( and with phone calls.

Please continue to keep yourself and your family safe and don’t hesitate to email or call your wealth manager with any questions whatsoever. Our entire firm understands that the most important thing we do, is to help you through times like this, and we promise that we will.

The Partners, Wealth Managers, & our entire staff