June 2021
401(k) Allocation

There are Trades.

 We are back tipping a toe into international waters.  As Europe begins to re-open following their latest round of lock-downs, their vaccination rates are hovering in the 20-30% ranges (as a percentage of their populations) and improving.  Can they experience the same rewards in their stock market with demand for goods and services rising with a return to normal?  The current trend says yes, and we are taking small positions back into those markets with this month’s allocation.  In the US, the value story continues to lead growth, and after a little sell-off in the early part of the month, small and mid-size company stocks appear to have stabilized.  It is still game on (risk on) for the moment!

As always, 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 June 2021 Newsletter: CLICK HERE

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