Are you gambling
and leaving those Chips on the Table? Doubling down and hoping for Blackjack? Or are you happy to be a winner, shoving some
Chips in your pocket and limiting your risk?
If you have a financial plan, you should have a target portfolio which
includes a certain percentage of your money in stocks. In the last year, U.S. stocks are up almost 23%
while bond returns are barely positive. If
you haven’t done a portfolio review lately, chances are good that your actual
portfolio and target portfolio no longer match up. Time to act and remember that your retirement
fund should not be brought to the casino.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
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