Fairman Group Warns of Potential Unintended Risk Creeping Into Your Portfolio
The stock market is now up 44.7% and the bond market is up 9.6%. While investors have no doubt enjoyed these returns, they should be aware of the potential for an unintended, and potentially unwanted, consequence of strong markets. Fairman Group recommends investors rebalance their portfolio back toward the original allocation target at least quarterly, or more often if market movements have created a significant deviance from the target.