This post can be viewed on Investopedia here. Question Headline: Should I change my asset allocation strategy? Question Body: I am approaching 50 years old, single, and have about $2,000,000 in total assets ($1,000,000 in a 401(k), $500,000 in cash, and $500,000 in stocks). I don’t own a home but plan on buying one within the…
Category: Asset Allocation
On Tuesday Feb 6th, 2018 I sent an email message to the members of the W. Swartz & Co. Private Client Group regarding the current market volatility. Below is that message. Hi Friends, As you likely heard via the news media or talk around the water cooler we have seen world stocks as judged by…