October 2020
401(k) Allocation

Fully invested per your risk tolerance. 

As we indicated in the commentary, our models have us back into all our stock allocations. We are adding to Small Cap stocks in all the portfolios for your 401K plans with this month’s allocation. A note to those who are concerned about the elections and the volatility we will likely see for the next 30-60 days: we would suggest you look at moving your allocation down a level if you are at all worried about these outcomes as a way of mitigating the risk. 

As always, if you need assistance in re-allocating your 401K or we have not yet created your own personal “de-coder ring”, please call the office and we will be happy to help you! 

If you have questions, please contact us.

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

To download the October 2020 Newsletter: CLICK HERE

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