April 2024 · 4 min read

Filtering market headlines into decisions

A simple filter for what matters, what can be monitored, and what to ignore.

Clients are inundated with updates. A simple framework sorts headlines into three buckets: act, monitor, or ignore.

For the act bucket, connect news to a specific action—like rebalancing ranges, credit exposure, or tax loss thresholds. The monitor bucket guides future check-ins, while the ignore bucket keeps the plan focused.

Documenting each review builds confidence and helps future decisions reference past rationale.