Where Do You Find Your Focus?
There is often a lag before the economic data will reveal the effects of fiscal and monetary policy adjustments. The bottom line? Investors should continue to focus on factors that matter in the long run, including corporate earnings, their lifetime goals, and legacies they wish to create, which are all encapsulated in the long-term financial plan. This will help investors stay disciplined and patient as macroeconomic events take time to unfold.
We hope you enjoy this installment of Timonier’s “From the Engine Room”.
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