Soaring Stocks, Real Estate, And Other Risk Assets Requires Rebalancing

January 9, 2022

With stocks, real estate, and other capital-gain-assets appreciating sharply for the past three years, it’s more important than ever to rebalance your portfolio. The S&P 500 stock index soared by nearly 27% in 2021! Watch this week’s video!

 

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Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

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