Yields continue to march north. Lets dive into the markets as we await jay powells speech in an hour. Those yields on the rise. Our next guest reiterating her cautious but not bearish outlook saying the risk reward for equities is not very compelling. Joining us is holly newman kroft, ranked by barrons as one of the top Financial Advisers in the United States. Welcome back. Good to see you. Good to see you both. These yields continue to rise. I think it surprised a lot of people. How does that impact the way you think about managing the portfolio . I think the way we position portfolios is we have to take advantage of the gifts the market is offering us today and also protect against risk. As yields march north, our clients can get a really attractive yield in fixed income. Were able to reposition client portfolios to get almost equitylike returns with a muni portfolio. That takes risk and volatility out of their portfolio and also positions us to take advantage of when the market come