A Look-Back but Focused on the Future

For most of 2022, we have discussed inflation, rising interest rates, and their effects on the equity and fixed-income markets. For a change of pace, this month’s newsletter will focus on looking back on 2022 at Prato Capital and what we are looking forward to next year as we approach 2023.

Black Box, the Prato Capital App.

In 2022, Prato Capital offered the new PCM Black Box app exclusively to our clients. This is a safe and secure application for an iPhone or Android phone that allows our clients to monitor their investments at Prato Capital, follow progress on their Financial Life Plan (FLP), and store copies of important documents in their Vault. All of this is easily accessible in the palm of their hand with their smartphone.

On the Black Box “Dashboard”, a summary of our clients’ accounts, portfolio allocations, performance, and FLP information are displayed. More details on each of these can be seen by simply tapping on any of these sections.

To continue reading the article, click here

To learn more and follow us on social media, visit: https://linktr.ee/pratocapital