March 2021
401(k) Allocation

No changes this month.

Despite the spike in volatility and a sell-off in technology stocks, the long term trend is still positive.  There continues to be a rotation into Large US Value stocks and Small company stocks.  If this persists, we could see the asset allocation leaving the technology-focused emphasis we have had over the past several years.  For now, steady as she goes!

If you need any assistance in rebalancing your 401K / 403(b) / 457 plan, please do not 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 March 2021 Newsletter: CLICK HERE

(Click on the Image to enlarge it.)