Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by. That said, solid growth, strong earnings, and plenty of cash on the sidelines mean pullbacks (think 5–10%) could be opportunities, not reasons to panic. Staying flexible and opportunistic still matters. | |
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As always, please reach out to the office if you have any questions. |
Commentary | 5.14.26 | Record Highs Meeting Rising Risks
