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  1. Home
  2. Archived Blog
  3. September 2019

September 2019

CTWM IC: Factor Investing

Submitted by Connecticut Wealth Management, LLC on September 25th, 2019

Our last few portfolio updates have shared a recurring theme; we have taken gains in growth assets and moved to slightly more defensive positioning recognizing that we are likely later in the economic cycle.

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Farmington, CT 06032-1911

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Advisory Services offered through Connecticut Wealth Management, an SEC registered investment adviser.


Information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

                   

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