Review & Outlook

July 14, 2021

If the market’s positive momentum continues, realized capital gains may reach or exceed your budget. Therefore, please keep this in mind and inform us should this be of concern. In addition, we raised our Equity Cash Allocation Target to 16% and may go higher if the economic data warrants. For now, we are following the flow of corporate earnings, employment, inflation, and Fiscal Policy before making any decisions on reserves.

Review & Outlook

July 14, 2021

If the market’s positive momentum continues, realized capital gains may reach or exceed your budget. Therefore, please keep this in mind and inform us should this be of concern. In addition, we raised our Equity Cash Allocation Target to 16% and may go higher if the economic data warrants. For now, we are following the flow of corporate earnings, employment, inflation, and Fiscal Policy before making any decisions on reserves.