Investment & Economic Strategy Update — July 15, 2021
In Our Opinion:
• The first half of 2021 went very well for our clients.
• We are continuing to make subtle adjustments to our portfolio.
• Something to keep in mind about our firm; we spend a tremendous amount of time and money on daily research.
• We continue to like the US marketplace, the best on a global basis.
• We may eventually add some positions in the emerging markets but not right now.
• The US economy will do well for the second half of 2021, as well as 2022.
• Inflation is a concern, but currently not a big concern.
If you have questions or concerns about your portfolio, give us a call. (800) 618-8577 or visit our website, www.ReznyWealth.com and schedule a consultation.