Attention Holly Frontier Employees,
Capstone Wealth Advisors is pleased to announce the release of our Q1/2022 Model 401(k) Allocations. In this quarter’s update we continue to maintain our core concentrations in large-sized companies and are favoring domestic stocks over international and emerging markets companies.
Our outlook for 2022 remains positive however there are some looming issues which could temporarily overshadow an otherwise positive economic picture and lead to short-lived periods of volatility. It is important to note that during brief periods of volatility, investors should remain focused on the corporate earnings which are currently strong and ultimately are what drives stock prices over the long run.
For our clients, your investment portfolios we manage for you at TD Ameritrade already reflect our market perspective. Your Holly Frontier 401(k) however will need your attention as we do not update these accounts for clients automatically. If you would like our assistance updating your 401(k) allocation, please contact us and we will help you at no charge.
To better understand which of our models is right for you, please follow the link below to a short survey that will help you determine what your risk tolerance is.
Click Here for Your Free Risk Tolerance Assessment
If you are not yet a client, we offer complimentary consultations where we discuss your individual situation including your Holly Frontier benefit options and retirement planning. Email us at info@capstonewealthadvisors.com or contact our office directly at (877)739-6007 to schedule.
Click here to view our Q1/2022 Holly Frontier 401(k) Model Allocations
Regards,
Capstone Wealth Advisors
877-739-6007
Bellingham, WA @cwabellingham Financial Planning Team.
Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Stock investing involves risk, including loss of principal. International & Emerging Markets investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in Emerging Markets.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Confidentiality Notice: This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege.
Capstone Wealth Advisors and its representatives are separate and apart from any other named entity.
