July 2022
401(k) Allocation

There may be trades.

It’s been a year of financial push-me-pull-me as markets got concerned about inflation and earnings and global conflicts and any number of political and social issues … so moving back into some risk last month started out on a positive note, then finished on a rather sour one.  Markets have tried to price in the effect of all these stressors and may be oversold at this point, but until we have clarity on inflation and the intent of the Federal Reserve on interest rates, it’s hard to say if any rally can be sustained.  For this reason, we will continue in the 401K allocations with a more conservative stance.  If you consider yourself a more growth-oriented investor, do not make any changes at this point.  If you wish for more clarity before committing to this market, then you should proceed with this month’s allocation for the 401K plans.

As always, if you need assistance with rebalancing your 401K plan or we have not yet created a decoder ring for you, please reach out to us at the office and we’ll be happy to help you.

If you have questions, please contact us.

MARKET UPDATE
FINANCIAL PLANNING
TAX PLANNING

To download the July 2022 Newsletter: CLICK HERE

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