Fleeting opportunities: Two Things to do in Your Portfolio Now

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