Capstone Wealth Advisors is pleased to announce the release of our Q3/2021 401(k) Model Allocations. In this quarter’s update we have made rotational style adjustments to the models reflecting a bias towards Large-Cap, US based companies, with a slightly heavier weighting toward Growth companies over Value companies. We have also reduced positions in US Small & Mid-sized companies as well as International and Emerging Markets. For more in-depth analysis on the current economic trends, please see our Mid-Year Summer Outlook on the Markets.
For our clients, your investment portfolios already reflect our investment philosophy. As market conditions change, we proactively implement portfolio adjustments as part of our investment process.
Please keep in mind that we do not make changes to your Hilcorp 401(k), that is something you will need to do. If you would like assistance with updating your 401(k), please do not hesitate to contact us and we can walk you through the steps. Updating your 401(k)’s asset allocation is easy to do and can be done in just a few minutes.
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.
For those of you who are not currently a client, we offer complimentary consultations where we discuss your specific situation including your Hilcorp benefit options and retirement planning. Email us at firstname.lastname@example.org 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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Capstone Wealth Advisors and its representatives are separate and apart from any other named entity.