Investment Strategy - Near Term

The stock market seems overvalued.

Here's are short term strategy:

• Keep 3-5 years expenses in cash and cash equivalents.
• Keep intermediate funds (5-10 years) invested.
• Keep long term fund in cash, ready to invest in a pull back or bear market.

At this time, the downside risk seems higher than the upside potential.  So we have reallocated accordingly.   If the market falls, we are protected.  If the market continues upward, our intermeidiate funds will participate.

For more on  New Beginnings, check back Sundays for a new segment.

This is not financial or investment advice. Please consult a professional advisor.

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