Managing Expectations

Managing Expectations

https://www.petersonws.com/wp-content/uploads/2019/03/Managing-Expectations-02-27-2019.mp4   Any opinions are those of the author and not necessarily those of RJFS or Raymond James. The information has been obtained from sources considered to be reliable, but we...
Category Tactical Weightings

Category Tactical Weightings

2018 Q2 CATEGORY TACTICAL WEIGHTINGS (6-12 months) EQUITY U.S. Large Cap Equity Rating: Neutral We believe Large Cap Equities are fairly valued. Our preference is growth over value. We believe a slight overweight allocation is appropriate given current economic...