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I never realized how apt the tagline 'creating financial security in a changing world" would be.

The real concern isn't bull vs. bear market (said another way up versus down market) but rather inflation vs deflation. This isn't a new fight, it has been upon us for a few years now. It is just more visible or maybe just more talked about today.

Here is what we do know.

We seem to be shifting away from 'growth' stocks to 'value' stocks.

We seem to be shifting away from US-only stocks to global stocks.

The great unknown is inflation transitory vs. permanent or how the government responds. Combine that with the new pinnacle of our stock markets. The nose bleed seats.

I learned long ago when things get murky, tread softly and that is exactly what we are doing.

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