Progress Wealth Management
  • The goal is to make tactical investments to take advantage of current themes and opportunities

  • The goal is to protect portfolio in times of uncertainty

  • Invest with a short-term time horizon (less than 6 months)


The material provided is for informational purposes only. This material should not be viewed as a complete description or representation of the securities or investment programs or strategies discussed. This document is not an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. The information is not intended to be used as the basis for investment decisions, nor should the information be construed as advice designed to meet your particular needs or the particular needs of any individual investor.

Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment or investment strategy will either be suitable or profitable for your investment portfolio. Debt and equity investments associated with some foreign countries may involve increased volatility and risk due to, without limitation, political risk, sovereign risk, economic risk, currency risk, declines in credit quality, liquidity risk, and differences in accounting standards. The nature and extent of these risks vary from country to country, among investment instruments, and over time. The weakening of a country's currency relative to the US dollar or to other benchmark currencies will negatively affect the dollar value of an instrument denominated in that currency. Currency valuations are affected by economic, social and political factors and can fluctuate greatly, even during intra-day trading. Some countries may impose foreign exchange controls, including currency devaluation or the suspension of the ability to exchange or transfer currency.