https://www.youtube.com/watch?v=Z0UIsO3PEl8
1) High Rock Private Client Wealth Management celebrates its 10 year anniversary!
2) Most financial markets were lower in March in anticipation of the U.S. tarrifs
3) Risk in a portfolio is important, you are invited to ask us about the risk in yours
4) Portfolios were rebalaned at the highs at the end of 2024, so overweight cash is slowly being re-invested at better levels with better value.
5) We like to buy when there is “fear” in markets and it is at its most extreme now
6) More on our models