WE ARE ABOUT GUIDANCE

Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.

Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.

Investing in 2024

12.08.2023

As we close the door on 2023 and look ahead to 2024, we can look back at what 2023 brought us and use that to help shape our strategies for the future.  On the investment front, the S&P 500 performance, interest rates, inflation, and the fixed income markets are important to discuss to help inform how the TenBridge investment philosophy will proceed in the coming year.

Investment Update – August 2023

08.09.2023

You have probably noticed some changes in your portfolio recently. The TenBridge team spent a day in July digging deep into our investment philosophy. We’d like to share an update on our investment mix across the sectors.