In this final part (part 3) of Haddam Road Advisors' The Path Forward, the focus shifts to risk management and specific portfolio strategies amid high valuations, potential stagflation, and uncertain market conditions. We discuss an "overweight" allocation to sectors like energy, technology, REITs, and utilities, while favoring short-term U.S. Treasuries, AAA-rated municipal bonds, select emerging market debt, and commodities like gold.
We look forward to continuing this journey with you! if you would like to learn more about Haddam Road Advisors and how we can help you achieve your financial goals, please schedule a call below.