Now just might be the optimal time to rebalance your portfolio! US stocks have been on a tear for ten years now. The value of your investment account is close to an all time high. It’s natural to resist selling something that has gone up for so long. But, the past ten years is no predictor of the next ten years. Consider taking a little off the table at this market high and buy asset classes that have underperformed or that you may not have any exposure to.
This run won’t last forever!
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Now just might be the optimal time to rebalance your portfolio! US stocks have been on a tear for ten years now. The value of your investment account is close to an all time high. It’s natural to resist selling something that has gone up for so long. But, the past ten years is no predictor of the next ten years. Consider taking a little off the table at this market high and buy asset classes that have underperformed or that you may not have any exposure to.
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The Hidden Legacy of Financial Simplicity
Simplify your financial life and leave a legacy of clarity. Discover how financial organization can be one of the best gifts for your family.
The Hidden Legacy of Financial Simplicity
Simplify your financial life and leave a legacy of clarity. Discover how financial organization can be one of the best gifts for your family.