Market weakness is continuing today, with concerns over a global slowdown, political concerns, and rising interest rates all contributing. Cash positions in our risk-managed strategies remain high, with additional adjustments likely in the coming days. Segments hit the hardest this week are generally positions we sold weeks (even months) ago, helping to soften overall declines. Most of our risk-managed strategies continue to hold mainly dividend-paying U.S. investments, which continue to experience recent weakness.

FOR READERS NOT YET WITH APPLETON GROUP WHO REMAIN FULLY INVESTED: We invite you to consider our suite of risk-managed strategies for the New Year. We serve private clients (individuals & families), company-sponsored retirement plans (401(k)s & 403(b)s)), as well as non-profit endowments.

Market turns can be tricky to navigate, and the cost of doing nothing can be measurable and significant. Discover the difference Appleton Group can make in your investment portfolio.