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‘Trim Where it’s Appropriate’: Carol Schleif’s Portfolio Tips

‘Trim Where it’s Appropriate’: Carol Schleif’s Portfolio Tips

Schwab Network · Schwab Network

October 8, 20255m 34s

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Show Notes

Carol Schleif is looking forward to the Beige Book report to gauge economic conditions. She notes that gold, a traditional hedge, is hitting new highs even as the market is, and what could be behind the unusual move. She likes investments in construction, energy and healthcare and sees robust demand for deals. She’s urging clients to “trim where it’s appropriate” and making sure they have the cash they’ll need for the next few years.


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