Your Wealth

February 2020 Market Review

By Jesse Ellington, III

What is a barbell investment strategy and why are we focusing on it in 2020? Middleburg Financial’s Chief Financial Officer Jesse Ellington explains.








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Past performance quoted is past performance and is not a guarantee of future results. Portfolio diversification does not guarantee investment returns and does not eliminate the risk of loss. The opinions and estimates put forth constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.

About the Author
Jesse Ellington, III
Jesse started out his career as an analyst perfecting the craft of digging into companies, moved to the investment management consulting business where understanding proper asset allocation was key, and spent 12 years running a hedge fund and honing his macro skills. He brings all that experience to Atlantic Union Bank Wealth Management in his role of Chief Investment Officer. 

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