July 2021
401(k) Allocation

In July, we’ve made some adjustments to both the stock and bond portions of the portfolio.  On the bond side, interest rates have stabilized and our models still have us fully invested so we are adjusting the bond allocation to own less short term bonds and allocating a little more into higher yielding bonds.  The stock side is adjusting to be pick up a little bit more Growth as that has started to trend better and that pushes the allocation to be more equal weighted from a Growth and Value standpoint.  We are maintaining our large overweight to Domestic equities, our small exposure to International Developed equities and avoiding Emerging Markets for now. 

If you need any assistance with re-allocating your 401k plan, just give us a call at the office and we’ll be happy to help!

If you have questions, please contact us.

MARKET UPDATE
FINANCIAL PLANNING
COLLEGE AND TAX PLANNING
GRAPHIC OF THE MONTH

To download the July 2021 Newsletter: CLICK HERE

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