June 2024
401(k) Allocation

401K Allocation

No trades.

We have maintained our stock and bond exposure for now; however, some trend changes have started to emerge, so we’ll be monitoring those developments over the coming weeks. If the short-term trends turn into intermediate trends, we’ll make some changes. For now, we feel it’s best to stay invested.

As always, if you have any questions about how to rebalance your 401K, we encourage you to reach out to us!

MARKET UPDATE
FINANCIAL PLANNING

To download the June 2024 Newsletter: CLICK HERE

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**If High Yield Bons or Floating Rate Loans are not an option in your 401K, you can allocate that portion to either your Bond Index or Short- term Bond Fund.