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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.
Resolute Wealth Advisor, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Resolute Wealth Advisor, Inc. maintains clients. Resolute Wealth Advisor, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Resolute Wealth Advisor, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Resolute Wealth Advisor, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as Resolute Wealth Advisor, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Resolute Wealth Advisor, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Resolute Wealth Advisor, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Resolute Wealth Advisor, Inc. maintains a filing. A copy of Resolute Wealth Advisor, Inc.’s current written disclosure statement discussing Resolute Wealth Advisor, Inc.’s business operations, service, and fees is available from Resolute Wealth Advisor, Inc. upon written request. Resolute Wealth Advisor, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resolute Wealth Advisor, Inc.’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Resolute Wealth Advisor, Inc.) made reference to directly or indirectly by Resolute Wealth Advisor, Inc. in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
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Q1 2021 Market Commentary
Resolute
We are nearing the end of the first quarter of 2021, and you are likely hearing quite a bit of economic and political information in the media. For that reason, we feel it is important to share our perspective and current position on your investment portfolio.
Most often, we send these updates when we have decided to adjust portfolios or rebalance entire client portfolios. This time, we want to share why we are choosing to “sit tight” with intention on our equity allocation while making adjustments to our fixed-income allocation.
Currently, a widening yield curve, ongoing vaccine distributions, and additional economic stimulus are all contributing factors leading to the positive revisions we’re witnessing in expected earnings over the next 6-12 months.[1] As the projected earnings data we consistently track continues to strengthen, we believe that as stock prices have pushed higher, they remain fairly valued. For this reason, we are allowing our equity allocations to float above our target. Should the data begin to shift to indicate otherwise, we may decide to rebalance at that time.
One key economic trend we are seeing that could impact client portfolios is the possibility of near-term inflation caused by rising commodity prices and significant stimulus funding from the Fed leading to the potential for an overheated economy. Thus, we plan to begin incorporating TIPS (Treasury Inflation-Protected Securities) into our client portfolios on the fixed-income side of our target allocations.
Our decisions to hold equities at their current levels and integrate TIPS into our fixed-income allocation are driven by our core guiding philosophies. We believe that risk and return are related, markets are efficient over time, profitability matters, and diversification is key. We remain disciplined and focused on the long-term so that you can feel confident in the probability of achieving your goals.
Take a look at our Quarterly Market Review for insights on statistics and trends in domestic and global stock markets.
The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.
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