September 2020
401(k) Allocation

Small changes this month, but we have some sells. Another month gone by, another record! But the undercurrent was telling a slightly different story and one of our key indicators for risk has just given us a signal, so we will be taking some off the table today.

It works out that international markets have not been able to hang onto their earlier promising rallies as the re-opening of economies has created problems for them just as it has for us here. Copperwynd Financial, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Copperwynd Financial, LLC and its representatives are properly licensed or exempt from licensure. This brochure is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Copperwynd Financial, LLC unless a client service agreement is in place. 

So we are swinging that trade over to your safest place right now – which should be a “stable value” or “short term bond” fund, depending on your plan’s choices. As always, should you need help in re-allocating your 401K account, don’t hesitate to give us a call. 

If you have questions, please contact us.

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

To download the September 2020 Newsletter: CLICK HERE

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