Taking Stock of the State of the Economy
We are a little past the halfway point of the year, so it is a good time to take a look at where we are – and where we might be going.
At Peachtree Investment Partners, we have a long-term relationship with our clients. We work with you to build a customized portfolio that reflects your goals, your financial situation and your approach to risk. Our primary focus has been and remains on preservation of principal.
We use a number of criteria to evaluate companies for client portfolios. We look at a company’s historical performance as well as the potential for future performance. In particular, we consider a company’s profitability and its positioning in the market. We also prefer companies that pay dividends.
We make dividend-paying stocks the centerpiece of our clients’ portfolios. Dividend-paying stocks can add significantly to overall returns and also can help smooth out volatile markets. Although we do invest in some select stocks that do not pay dividends, we focus mainly on those that do.
We are a little past the halfway point of the year, so it is a good time to take a look at where we are – and where we might be going.
The last three years have been very difficult for investors, starting with the huge drop during the pandemic and then the rebound of 2021. Since then, the market has been volatile as inflation, rising interest rates and political issues continue to batter investors. Now it might be time to take a breath.
Many investors were happy to see the page turn on 2022, and they are looking with some concern at 2023. That makes this a good time to look at where we stand – and where we might be headed.