February 2021
401(k) Allocation

Small changes this month.

Markets continue to drift higher as the Biden administration’s objectives are digested and we start to see Q4 earnings coming in the door.  As we have seen for the past few months, small company stocks and international are continuing their trend for the moment, although developed international (Europe) has braked for the shut-downs due to COVID and we are exiting developed international for the moment and adding that to emerging markets.  Where markets go from here, when “here” is a bit expensive, depends on whether we can see the economies start to re-open and unleash that pent up consumer demand.  The next two months will be critical to that outcome, so stay tuned!

As always, if you need assistance with rebalancing your 401K or we have not yet created your customized “de-coder ring” for you, we encourage you to reach out to us and we’re 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 February 2021 Newsletter: CLICK HERE

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