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How is Your 33/33/33 Portfolio Performing?

Warren Buffett is known for offering his investors these words of wisdom on more than one occasion. He intended to remind investors that everyone can look like a genius in a bull market, but undisciplined investing can leave you vulnerable during market downturns. Understanding and managing your risk is our number one job. Protecting against changing regimes and worst-case scenarios while providing exposure to growth is quite the balancing act. Still, financial science has proven that we can do it.

(Video Included)

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Sarasota Chamber Announces Frank G. Berlin, Sr. Small Business Award Finalists

Atlas Fiduciary is a finalist in the Rising Star Award category.

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One Strategy to Navigate a Recession

Many business owners and investment professionals believe the Fed’s actions to reduce inflation will result in a recession. Last week, the Federal Reserve (Fed) hiked the Fed funds rate by 50bp to 0.75-1.00%, the first back-to-back hike since the second quarter of 2006, with expectations of a series of rate hikes.

Uncertainty

Are We Headed For A Recession? (Video Included)

Since 1953 there have been eleven recessions in the US, as identified by the National Bureau of Economic Research (NBER).

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Natural Resources: Hedging Against inflation

Just slightly over one year ago, inflation was not a concern; since then, it has spiked enormously and reached levels not seen since the late 1970s and early 1980s. Right now (late April 2022), inflation is over 8%, as measured by the consumer price index, and the latest producer price index[1] increased at an annual rate that exceeds 10%. Building a balanced portfolio means combining different asset classes that can respond positively to other economic conditions. Having Natural Resources and Real Estate is essential since they can provide some protection against inflation.

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GRAND OPENINGS: Atlas Fiduciary Financial opens office in downtown Sarasota

Atlas Fiduciary Financial, a boutique firm working directly for clients, has opened an office at 1577 Fruitville Road (on the corner of Orange Avenue and …

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