While tech, financials, and industrials scored positive marks, most sectors had mixed results.
If long-term inflation moves higher, it could surprise the markets.
The business cycle could generate positive returns in the intermediate term.
The year kicked off on relatively strong footing with industrials, tech, and financials among the leaders.
Consider foreign stocks with U.S. growth exposure—plus select opportunities in Brazil, India, and Europe.
Even in uncertain rate environments, bond ladders can provide predictable income.
The Fed raised rates again. Still, there may be some opportunities in bonds.
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