Investment Q&A

For markets overall, we like the setup for the next year. Companies and consumers have been through a lot of different types of volatility and with things looking to finally be more 'normal', we think people and companies get back to their regular ways. Particularly on the company side, we think this means thinking about growth, acquisitons, and investing for the future (vs retrenchment and cost savings in the last few years). Further, outside of the largest sets of companies, valuations don't look too bad for a lot of companies as well and would expect small and mid-cap names, having been neglected for so long now, to start to see more attention, particularly relative to slower growth and more expensive larger-cap companies. 

There are a few options out there but we might consider XCS, IWM, or IWO, depending on what is begin sought.