June 2020
401(k) Allocation

The markets continue to shrug off … well, everything! Which makes us nervous and leery, but the inescapable fact is that the market is being driven forward by the significant forces of the Federal Reserve. To that end, we are now fully invested in all risk levels for the 401K. Those of you who have let me know you’re actively monitoring these changes are on my watch list now, so that should we get a pivot in these fast moving markets, we will send out a specific notification regarding your allocation to risk. 

Don’t forget to change both your CURRENT allocation as well as FUTURE allocation to the appropriate risk level, and as always, please feel free to reach out if you need assistance in rebalancing your account as we are here to help! 

If you have questions, please contact us.

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

To download the June 2020 Newsletter: CLICK HERE

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