Welcome to 2021! There are always things you want to change with a New Year. One of the things I want you to look at is your asset allocation. You want to make sure you have the right mix between stocks, bonds, and cash in your investment portfolios. Depending on your risk tolerance, you may have to rebalance your portfolios. What is your risk tolerance? If you do not know, please contact me at firstname.lastname@example.org for an investment questionnaire to determine your risk tolerance. If you find that your stock portion has grown too large within your retirement accounts, then reallocation may not create an adverse tax consequence.
Stay tuned for more New Year investment items you should pay attention to.