FPFA Monthly Insights - Asset Allocation and Portfolio Management (February 2026)
I encourage you to watch February's ‘Monthly Insight’ about asset allocation and portfolio management if you have 20 free minutes this weekend. Its goal is to be educational and make you more informed as we discuss the portfolios we manage for you.
The topic of asset allocation is timely as the market is experiencing volatility that is expected to continue into the mid-term elections and as it is also experiencing a rotation, e.g. from US to international and from US large cap growth to US large cap value and even to smaller companies. Also, the buzz of AI seems to have worn off for the moment as the initial exuberance about the efficiencies it may bring has given way to fear about job displacement without equivalent creation, concern of whether companies can get a return on all the money they are spending on it, and questioning how we are going to build the energy capacity needed to fuel an AI revolution.
There is no Super Bowl to watch. March Madness is a month away. With the exception of our southernmost clients, this isn't a yardwork weekend. You may need a break from working on taxes. “The Pitt” doesn't drop again until next Thursday. Give the video twenty minutes and reach out if you have any questions:
Front Porch FInancial Asset Alloc Client_Feb 2026.mp4
Have a great weekend,
Geoff
And yes, at its outset I claim it will be a 10-minute video. I should know by now that they always run over 😊.
MONTHLY NEWSLETTER
Front Porch Financial Advisory distributes its ‘FPFA Monthly Insight’ to clients and participants in the retirement plans it advises with the intent of providing information that may be relevant to a broad audience. The content is gathered from various industry resources such as money managers, licensing and education providers, and professionals in fields tangent to wealth management. This material is provided for educational purposes only and does not constitute investment, legal, tax, business, or any other advice. This information is not a substitute for such professional advice or services. Before making any decision or taking any action that may affect you or your personal finances, you should consult a qualified professional advisor.
