Capstone Wealth Advisors is pleased to announce the release of our Q4/2021 401(k) Model Allocations. In this quarter’s update we have maintained our core concentrations in Large-Cap, US companies and have further reduced the exposures to International and Emerging Markets.
As we enter the last quarter of 2021, we see equity markets confronting several significant challenges to an otherwise strong market, likely resulting in periods of short-term volatility. We would encourage investors to be patient during these periods knowing that the overall economic picture continues to be strong. Corporate profits ultimately drive stock prices, and those remain healthy.
For our clients, your investment portfolios we manage for you at TD Ameritrade already reflect our market perspective. Your BP 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.
If you are not yet a client, we offer complimentary consultations where we discuss your individual situation including your BP benefit options and retirement planning. Email us at email@example.com or contact our office directly at (877)739-6007 to schedule.
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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