Time for a Quick Financial Check-up
Everyone knows that it’s a good idea to keep regular check-ups with your Healthcare provider. Doing so will help ensure you stay as healthy as possible. Your financial health requires check-ups also.
What’s the Big Deal?
The financial checkups will help validate your risk tolerance and ensure that your asset mix and diversification are appropriate for your personal goals.
The Dow and S&P have both soared to new all-time record closing highs. Many investors are asking question like, “Do we dare buy stocks at records highs or should I change my current allocation?”
What to Do?
It can be costly to attempt market timing based on the market conditions. The key to winning the odds when investing in stocks is to stay invested.
If it’s time for a financial checkup please give us a call so we can help you establish an investment strategy suited to your personal goals and circumstances.
Wishing you good health (of all kinds),
-The Trust Company
For more information about issues with Market Timing: