February 2020 IWM Planning News

In This Issue: Market Timing HoaxClosing the Gaps in Your Insurance CoverageHighsight is 2020: What Will You Do Differently This Year Read Feburary 2020 IWM Planning News (click here)…

Here’s Why You Should Rebalance

Over the past decade, investors have become accustomed to U.S. stocks hitting new all-time highs. While the extended bull market has been a boon to portfolio balances, investors that have let the market’s rise drive their equity allocations higher may now be...