July 16, 2021
Are you wondering what to do in the current financial environment as markets hover near record high levels? For fixed income, buy high quality and keep maturities short. For equities, look for securities with high quality and value. Buy some of the well-known names that are strong long term holds. These names have probably lagged the broader market in recent years. It is time to look for quality investments to protect any downside risk you may have. For more specific analysis or help creating a plan to implement these strategies, we are here to help!
Carol Dixon, CFP® & Kevin DeRosa, CRPC®
Your Planning Partner, LLC 