Time for our 2021 forecasts for the economy and the stock market! Our investment strategies for our clients will be focused largely on opportunities among stocks of smaller companies and stocks of companies domiciled overseas. With little risk of interest rates rising and credit spreads extremely narrow, our bond allocations will generally be tilted toward the highest credit rating issuers. Of course, all information in this post and above are for informative/educational purposes only. Seek the guidance of a professional and be sure to evaluate your own investment objectives and risk tolerance before employing any investment strategy.
Christopher Diodato founded WELLth Financial Planning in 2020 to help individuals live their best financial lives through expert, conflict-free guidance. He carries a rare combination of credentials — the CFA, CMT, and CFP charters — allowing him to create and implement best-in-class investment and financial planning strategies. A passionate advocate of the FIRE movement, Chris helps clients design life plans that reflect their unique vision of financial success, whether that means early retirement or more time for what matters most.