Fleeting opportunities: Two Things to do in Your Portfolio Now

Search

How to Recreate Your Paycheck in Retirement

The retirement planning strategies most people get wrong - and how to get them right

45-minute comprehensive training revealing the retirement income system I've refined over 24 years

Subscribe Now

muaz-aj-f-L6NftFSJQ-unsplash

What was is not what will be.

Stock and bond investment opportunities have changed.

Short-Term Needs – your money market and short-term bonds won’t yield 5% forever. It’s time to lock in higher rates before they disappear.

Long-Term Needs – U.S. based technology companies have driven the stock market higher this year, but the tide is shifting overseas. International stocks have had strong stretches where they outperformed U.S. stocks, and we may be 18 months into a new one now.

Learn why and get the specifics on two things to do in your portfolio now in this short video.


Further Reads:

Talking Markets with CNBC’s Michael Santoli

2023 Midyear Market Outlook

Get Started

If you would like help with your finances, please complete my form or click the link below to schedule a call with me.

"*" indicates required fields