Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by. That said, solid growth, strong earnings, and plenty of cash on the sidelines mean pullbacks (think 5–10%) could be opportunities, not reasons to panic. Staying flexible and opportunistic still matters.
Commentaries are published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.