This week’s episode of Random Gleanings has Chris and Jesse discussing which side of the proverbial scrimmage line they are standing on – Offense or Defense – on portfolio construction. They share some research components behind the PP&W Risk Management Process that guides the decision-making process on how to position portfolios defensively or offensively.

Finally, the guys offer a reminder to take a mid-year assessment on your savings goals, and taxes, and perhaps some ways to lower taxes for 2022.

As always, we welcome YOUR feedback. Hit up the team at to ask a question, offer a comment, or make a suggestion for future episodes.

We hope you will Enjoy, Share & Subscribe!

Find ALL the charts and graphics for a closer look at Our Insights page here –