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In this episode, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more...
In this episode, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more diversified approach, including Small Caps, Utilities, and buffered risk strategies. The discussion also covers interest rate moves by the Fed, the impact of market concentration, various paths to outperformance, and the nuances of active vs. passive investing.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
#Investing #Finance #MarketOutlook #SmallCaps #MegaCapGrowth #Utilities #RiskManagement #FedRates #ActiveInvesting #PassiveInvesting #InvestmentStrategies #MarketAnalysis #Diversification #Webinar #FinancialPodcast
