May 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.

MARKET UPDATE
FINANCIAL PLANNING

To download the May 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.