Amidst the plethora of news (In fact we wish the news feed, including the Twitter barrage, fades to the background a bit. However, we don’t think that will happen anytime soon.), stocks continued to hold their own with most of the major large-cap indices remaining near record highs. Investors need to know this fact that it is a Twitter and earnings minefield out there as the Trump Rally came on the prospect for a more rapidly growing economy as compared to the one we have had over the past eight years. If the policies are delayed due to Trump’s pursuit of an agenda that is not related to the economy, the stock market will stumble. For now, we continue to be tilted toward the optimistic side as nobody wants to be left on the sidelines. However, as mentioned above, from this point forward it will be all about how well Trump executes his agenda, the pushback he gets from congressional Democrats as well as Republicans and how his social agenda (immigration, abortion) is received by the American public. It is important to remember that a) Trump lost the popular vote and b) the country remains divided in which both sides need to feel heard. Stay diversified. This Tuesday is the State of the Union address so there is no need to be a hero. Your portfolio must be measured against your long-term objectives. Do not be caught up in the day-to-day noise of the markets.