2022 Investment Outlook: How to Invest When Markets are Expensive

In this year’s Outlook, the Investment Management team discusses their views of the current economic climate and key trends impacting investment portfolios. Read the Outlook to learn insights on 11 key economic perspectives for the year ahead, including:

  • The U.S. economy, led by the consumer, will continue to recover from the global pandemic.
  • Economic growth and inflation will likely moderate in 2022.
  • Corporate profit growth will remain solid, but expensive market valuations will limit returns.

Read in PDF Format

Establishing Your Portfolio

When it comes to building your portfolio, we consider your risk tolerance along with various strategies to ensure your investments are aligned with your goals.

ASSET ALLOCATION

We employ the following strategies for target weightings:

  • Strategic: longer-term allocations based on client return goals and risk tolerance
  • Tactical: shorter-term allocations to take advantage of opportunities or mitigate risks

WEALTH MANAGEMENT

Your Wealth Management team will make well-researched decisions based on your goals.

Contact one of our advisors about investment management services.

Your Portfolio - Asset Allocation - Investment Strategies - Risk Tolerance - Goals

Meet Our Wealth Team

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