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Are we on the "Path" of progress?

There is a path to higher stock prices and more gains this year for our model portfolios. But after the initial surge to new market highs as trade tensions with China ease for now, it may feel like threading a needle. Yes, with the announcement of a truce after the crucial meeting between Presidents Trump and Xi at the Osaka G-20 meeting, we all avoided a big hit to global stock prices. But kicking the can down the road (again) means the issue is still hangin’ overhead, and it increases the pressure to steer these negotiations into port. Our opinion on China trade has not changed. We expect an agreement, mainly because both sides are highly motivated. President Xi would benefit from pos


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