Y-Tree

  Following the recent market turbulence surrounding President Trump’s 'Liberation Day' and the imposition of new Tariffs, I received a thought-provoking email from the investment firm Y-Tree. Their perspective was so useful that I wanted to share and expand on some of those ideas with fellow ShareSoc members. As background, you might also find my previous blog on asset allocation helpful. In our investing lifetimes we will inevitably experience cycles of rising and falling growth, interest rates, and taxation. These cycles lead to ...