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State of the Markets - December 2024

Our monthly market update.

Click here to see our Risk Ratings for December.


Watch Greg's update in the video below.


Having a plan is key to properly managing any situation. We know that no indicator is perfect, past performance doesn’t mean Jack and no strategy guarantees a profit or prevention from loss. A mathematical risk rating helps balance risk by creating a critical exit point for down markets. Our 3-Rules of Investing are:

  1. Have a Plan for Up Markets

  2. Have a Plan for Down Markets

  3. Have a Clear Way to Tell the Difference

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