May 2021
401(k) Allocation

There are trades.

It’s May; time to sell and go away? That’s the old adage, reflecting less trading activity and – sometimes, but not always – a market sell-off. All trends, however, still remain positive although we would expect stocks might take a rest, as they often do when the earnings announcements end for the quarter. For the moment, we stay the course with a bit of a tack out of international and emerging markets and those funds are re-deployed to the US Large company space with a fairly equal weight to Growth and Value today.

As always, please let us know if we can be of any assistance in rebalancing your 401K portfolios!

If you have questions, please contact us.

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

To download the May 2021 Newsletter: CLICK HERE

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