Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
In April's video edition of Taking Stock with Steele, Sam Ryder, Associate Portfolio Manager on the team provides a brief market overview and dives into the alternative investments. Highlighting the types of alternatives we like to use in our clients' portfolios, how these alternatives have been impacted by rising interest rates, and which strategies have seen success.