July 2024
401(k) Allocation

401K Allocation

There are trades. 

We have continued to maintain our stock and bond exposure. However, some of those trends that we were monitoring changed. We still feel it’s best to stay invested but shifted some of the Mid-Cap exposure to Large-Cap on the equity side and some of the Stable Asset to Bond Index on the fixed income side.

As always, if you have any questions about how to rebalance your 401K, we encourage you to reach out to us!

MARKET UPDATE
FINANCIAL PLANNING

To download the July 2024 Newsletter: CLICK HERE

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