Stocks Versus Modestly Higher Rates and Inflation

<p>Simon discusses what could be a sideways transition period for the market.  Within the market, he discusses the rotation from the "stay at home" into "out and about" as well as growth into value stocks and how investors should maintain portfolio balance. Simon also examines the case for inflation and how investors need not panic.  He makes the case for COST as a solid addition to the portfolio at levels well below all-time highs.</p>