ATTN BP Employees,
We have decided to maintain our quarterly allocation positions in the same percentages for Q3/2023 as they were last quarter. Through careful consideration and evaluation, we feel that keeping in line with our previous investment allocation strategy is the most appropriate course of action while we continue in this pre-recessionary economic environment. If you missed last quarter’s changes, we encourage you to make the necessary updates at this time. Please keep in mind that while the allocations are not changing, your 401k may still need to be rebalanced back to the percentages listed in accordance with your appropriate risk levels.
During volatile markets, risk management quickly becomes a top priority for investors. It’s important to have a sound risk management strategy in place. At Capstone Wealth Advisors, we can help you evaluate your risk tolerance and create a diversified investment portfolio that balances risk and reward. We can also help you adjust your portfolio as needed to respond to changing market conditions so you can be confident that you’re making informed decisions that are based on your unique financial situation and long-term goals.
As noted above, we cannot overstate the importance of having an experienced, professional Financial Advisor to help you determine what is the best approach for you given your individual risk tolerance, time horizon and long-term goals. We offer free risk assessments to all BP employees and retirees.
To better understand which of our model 401(k) allocations 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 would like to schedule a consultation with one of our professional financial advisors, please email info@capstonewealthadvisors.com or contact our office directly at (877)739-6007.
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.
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