Perhaps You're in the Market for a Free Portfolio Review?
The art and science of skillful portfolio management is best evaluated with the market is heading towards a prolonged decline, or during challenging economic times such as a recession. Times like this is what truly distinguishes those who understand how to build a portfolio that is optimized (by asset class) based on where the economy is, and with a strong thesis about its future direction.
In fact, on three separate occasions (1. Prior to the Great Recession 2. At the start of the Covid-19 Pandemic 3. Before the increase in inflation, interest rates and the Russian Invasion of Ukraine) our outlook on where the economy & markets were heading helped us to either move our client's portfolios to cash or, rebalance our model portfolio in such a way that we were able drastically reduce portfolio down-capture (i.e, unrealized/realized losses).