Greetings! I trust that this will find you well and enjoying life.
What a great market update report this week. All time highs in stock markets broken. It’s important to not get caught up in all the media hype and compromise your personal investment strategy. Stick to the asset allocation model that you have in place that matches who you are as an investor. Don’t fall prey to chasing returns and imbalance your portfolio now by heavily moving into stocks.
Let’s hope that things continue to improve, but maintaining the discipline of the structured portfolio that you have in place at this time is most important.
If you have any questions about your investment plan or any financial related issue give me a call and we will get to the bottom of it.
Best regards,
Jeff Christian CFP, CRPC