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Your Wise Wealth Advisor

Should you change your allocation?

January 30th, 2008 at 05:53am Brent Brodeski

brodeski-brent-photo.JPG  Brent R. Brodeski, MBA, CPA, CFP®, CFA, AIFA® 

In light of the continuing market volatility we thought you might enjoy an advance look at the feature article included in our forthcoming quarterly newsletter.  Clients have been recently asking if they should consider reducing their exposure to equities in response to the recent market turbulence.  Click on the link below to gain some perspective regarding our thoughts on the matter.  The article includes a series of questions you might ask yourself to asses the appropriateness of your current allocation.  As always, let us know if you have any questions.

http://www.savantcapital.com/pdf/savantalk_allocation.pdf 

Entry Filed under: Asset Allocation

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