My current direction is consistent with what my plan is based on the proposed policies of the new administration. I am entering SS/Medicare age so I am moving to a more conservative profile.

I expect both the change in immigration policy, and the proposed tariffs to be both inflationary and recessionary. This would call for a more conservative investment profile. Perhaps to the extent possible move more equity investments to staples rather than things like travel.

The currently proposed Trump Tariffs are across the board. I suspect the delay is to determine the impact and see if more targeted tariffs will better suit the administrations goals. I also suspect Canada, China, and Mexico have already determined what their retaliatory tariff plan will be. February 1 is not that far away so we will know soon what is happening.
Alan

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