Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.
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In September 2024, the Federal Reserve convened for its monthly meeting, resulting in a widely anticipated decision to cut interest rates by 0.50%. This marks a significant move as the Fed responds to ongoing economic changes and switched gears from economic tightening to easing economic policy. Let’s break down the meeting highlights, the rationale behind the rate cut, and what it means for you.
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Since no investor likes to see the balance in their account drop, we have received an uptick in client inquiries about whether it’s worth staying invested. The short answer is yes; we still recommend staying invested.
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It can be agonizing to watch your portfolio decline during a down market. Our human nature is to react erratically, which can be destructive to your financial plan. While it is important to stay the course, that doesn't mean you need to be idle.
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Cash has its place in any financial plan. However, holding too much cash or cash-like investments like a CD or a Money Market account can be one of the most overlooked risks when it comes to long-term planning.
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