Review Your Equity Allocation Within Your Portfolio

Posted by

Tom Stadum

As a third-generation financial advisor, Tom Stadum carries on the tradition of his grandfather and father by delivering comprehensive financial plans, prudent investment strategies, and timely service.

January 21, 2023

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Overheard

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“I know what this job takes, and I know that I no longer have enough in the tank to do it justice.”
- Jacinda Ardern (New Zealand Prime Minister)

A Suggestion

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We are 3 weeks into the new year already. Time flies. I hope you had time to review your investment strategy last week as this week will be linked to that. I’d like you to review your equity allocation within your portfolio. Compare your exposure to the US market and international markets. Write down what you find and give us call. As mentioned, the investment markets have changed and where you want to be exposed has changed as well. Stay nimble.

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