January 2020
401(k) Allocation

Timing is everything … as we were ready to go to press with NO changes to the 401K allocation for this month, President Trump was calling a drone strike on an Iranian general. Out of an abundance of caution – and because this will be your allocation for the next month – we are pulling a bit of risk off the table here. Whether this has the potential to blow up into something very ugly, or if, as has been the case with just about any other negative news lately, the market shrugs this off … well, time will tell. 

Remember to not only change your FUTURE allocation for new dollars coming into the plan, but also change your CURRENT allocation to reflect this update. As always, if you need assistance with getting your portfolio re-set or establishing a “decoder ring” for your personal 401K options, please don’t hesitate to give our office a call and we’ll help you out. 

If you have questions, please contact us.

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

To download the January 2020 Newsletter: CLICK HERE

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