Review Your Equity Allocation Within Your Portfolio

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3 min
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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

Good Reads


“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

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.

Flight Deal of the Week

Flights from where you are to Aruba are on sale.

Level Up

If you are reading this wanting to take your financial life to the next level. Please reach out here. Simple as that.

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Fjell Capital is a leading wealth management firm designed to deliver results for people who desire to be excellent with their finances. Starting at $125/month and a 0.75% asset management fee you can work with Fjell Capital. No asset minimums. Learn more about Fjell Capital here.
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