Market Strategy Report


With the expected return of market volatility, trading will increase within this strategy. As Jim Cramer says, “there is always a bull market somewhere” so we’ll stay very nimble to invest in the parts of the market that have potential for growth, or we’ll wait patiently in cash until an opportunity presents itself.


The markets’ slow grind higher over the past several months is starting to show signs of exhaustion and begs the
question…can the market hold these levels? Plans are to lock in profits if the market begins to show signs of weakness.


This growth with income strategy has a dividend yieldgreater than 3% and is well positioned to minimize the impact of the expected rise of market volatility.


This strategy continues to perform as designed by providing the portfolios with stable growth. Sometimes boring is sexy!


How and when the Fed responds to the rising risk of inflation will certainly determine the direction of both the bond and stock markets.

The primary purpose of this communication is to provide clients with a broad level perspective of each of the firms’ allocation strategies. How each of these strategies will act in the future is a complete unknown and cannot be assumed or guaranteed since future market activity is unknown.

As with any investment, past performance cannot assure any level of future results. There can be no guarantee that the performance and max drawdown being illustrated will act in a similar fashion in the future.

* Performance figure is provided by Black Diamond Wealth Management performance software provided to Family Dynasty Advisors LLC.