As we recently published in our emails and The View Forward bulletins, the rocky start that we had predicted for 2014 has come to fruition for the stock market. We still feel it is a prudent decision on your part, not to get too aggressive with stocks. As a reminder, at Wade Financial Group, we emphasize diversification along with our Con-Val® approach. We feel this approach should help guide you through these turbulent markets.
As an update, last week we performed the annual rebalance of our Lifestyle Income Bond and Foundation portfolios.
This week, we will be rebalancing our Paid In Advance® and Paid To Wait® model portfolios.
Give us a call if you have any questions.