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Why Q4 Investment Portfolio Positioning Matters More Than Ever

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Manage episode 516312655 series 3083183
Content provided by WHZ Strategic Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WHZ Strategic Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty.

So, perhaps now more than ever, investors should review their portfolios to ensure they have recently been rebalanced and reflect their risk tolerance.

In this episode, we share some of the worries the market will have to surmount in the second half of the year in order to continue climbing, and what you should consider doing to keep your portfolio balanced.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

  continue reading

169 episodes

Artwork
iconShare
 
Manage episode 516312655 series 3083183
Content provided by WHZ Strategic Wealth Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WHZ Strategic Wealth Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Fall is often a tough time for investors. The S&P 500 has declined during September 55% of the time since 1928, far more often than any other month of the year. This year’s setup is potentially perilous, with the S&P 500 at record-high levels and sporting lofty valuations despite economic and political uncertainty.

So, perhaps now more than ever, investors should review their portfolios to ensure they have recently been rebalanced and reflect their risk tolerance.

In this episode, we share some of the worries the market will have to surmount in the second half of the year in order to continue climbing, and what you should consider doing to keep your portfolio balanced.

- Subscribe to the You and Your Money podcast
- Follow us on Facebook, Instagram, LinkedIn and YouTube
- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com

  continue reading

169 episodes

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