Stocks rallied this past week on comments made by Treasury Secretary Steve Mnuchin regarding the release of tax reform plans “very soon.” Hopes are also that the Trump Administration will make headway regarding Health Care Reform when the Senate reconvenes Monday, April 24th. Investors need to be mindful of the fact that it is a Twitter, earnings, Republican vs Republican, Republican vs. Democrat, policy-making and now a geopolitical (Syria-Russia, North Korea-China) 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. For now, we continue to be tilted toward the optimistic side as so far earnings season has been a bit above what was expected. 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. 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.