Does Current Market Volatility Mean It’s Time to Rebalance Your Portfolio?

US News Logo

With the S&P 500 hovering 9% below its early January high, financial advisors are reviewing client portfolios to be sure allocations remain within corridors determined by financial plans. The Russian attack on Ukraine caused additional volatility in markets, with stocks declining sharply before rallying back to finish the week with a gain. However, despite the prominence of this event, plenty of other catalysts routinely cause markets to rally and reverse, year-in and year-out.

That’s why advisors regularly check portfolios to verify that the investment mix is aligned with client goals. For example, say the plan for a 60-year-old woman has determined that she can retire in seven years, assuming she maintains a portfolio of 60% stocks and 40% bonds, with market cap and regional assets included with those broad allocations.

Read the full article

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started