Reading the financial news these days is anything but comforting. Interest rates are rising. Recession talk is increasing. Employment rates are high but whispers of layoffs are growing louder. Economic data and corporate earrings may point to a healthy business cycle, but throw Ukraine, oil prices and China into the equation and it’s anyone’s guess.

Amid the uncertainty and conflicting narratives, we think it’s a good time to talk about how market cycles interact with investments and our portfolio management decisions, in hopes of simplifying, clarifying, and helping you sleep better tonight.

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