On July 2nd, 2018 I sent an email message to the members of the W. Swartz & Co. Private Client Group regarding the current market conditions and global macroeconomic environment. Below is that message. Hi friends, We are halfway through 2018 and I imagine that many investors are looking at capital markets with frustration and…
Author: Wyatt
This post can be viewed on Investopedia here. Question Headline: Should I change my asset allocation strategy? Question Body: I am approaching 50 years old, single, and have about $2,000,000 in total assets ($1,000,000 in a 401(k), $500,000 in cash, and $500,000 in stocks). I don’t own a home but plan on buying one within the…