A popular adage in the investing world is “Wall Street hates uncertainty.” Unfortunately, many investors have been living in a world of surprises and uncertainty for all of 2022. Some of that is beyond their control, including volatility caused by Russia’s aggression in Ukraine. However, a lot of the challenges we face in 2022 are by no means unexpected. You simply had to be paying attention. In talking with family and friends, I’ve found that one of the biggest risk areas that gets overlooked in their personal portfolios is an over reliance on Big Tech. This is a particularly important topic right now, with the Nasdaq down about 15% in the last 30 days as megacap technology companies have cratered.… Read more