"We are optimistic" Balafas on Bloomberg Surveillance

12/9/2025

CEO and Founder, Sevasti Balafas CFA, CPWA® appeared on the Bloomberg Surveillance show to discuss her views on current portfolio positioning, the impact of another fed rate cut, and where fixed income fits in for pre-retirees.

"We are optimistic going in to next year," said Sevasti, referring to the markets. "We are staying invested, laying off a little bit on the tech exposure that we had, and going into some of those sectors that didn't perform as well this year....In addition, we're looking at private markets."

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