Over decades of managing money for our clients and helping them reach their goals, the RIS team has developed a custom, proprietary approach to understanding and trading the markets.
Multiple times throughout the year, we share our market perspectives with our clients and prospects. We provide a summary of the markets, a synthesis of the political and social landscape, an overview of the changes we’ve made to our portfolios, and commentary on the risks and opportunities we see in the short-term future.
We invite you to review our Market Commentary newsletters:
Fall 2021 Commentary
Our end-of-year Outlook and Commentary report delves deeper into market performance and our portfolio management strategy.
Our goal is to give you helpful context about our investment decisions and to be your trusted partner in understanding the markets. If you have questions about our newsletters or reports, or want to better understand some of our in-house investment guidelines, like our Seasonal Approach, feel free to call one of our nine financial advisors or stop into our Ann Arbor office.