Welcome to this Three Minute Trend Talk™ for Thursday, December 7, 2023. I’m Mark Scheffler, Senior Vice President and Senior Wealth Advisor for Johnson Financial Group. Our flexible investment allocations have definitely tilted in a more assertive direction, with on-target exposure to all assets we want to own. That’s a big change from just a month or so ago. And as we work our way to the end of 2023, Peter and I have been pleased with the performance of our core flexible strategies and hybrids this year. We often compare our outcomes to either the returns you can get from risk-free investing or to the returns from static strategies that don’t adjust like ours do. And against both options, our flexible and hybrid strategies are having a great year.

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Mark Scheffler, AIF® SVP - Senior Wealth Advisor hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). Investing involves risk. Past performance isn’t a guarantee of future returns. Nothing in our commentary constitutes investment advice tailored to any specific person. Information has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.