These are interesting times in geopolitics, economics, and the stock markets. Everybody has an opinion and the potential outcomes are many.

I see my job as the portfolio manager on Tactical Growth to navigate through the implications of different scenarios to achieve the best outcome for your money.

In doing so, I don’t get married to a single opinion. Rather, I’ve learned the hard way that the following advice from William Ward works best when at the helm.

“The pessimist complains about the wind, the optimist expects it to change; the realist adjusts the sails”.