Tag Archives: portfolio

How to Reset Your Portfolio (Regardless of What You Think of the Markets)

Over the last few weeks, professional financial planners have been fielding calls from clients who are asking the kinds of questions that every professional investor hates to hear.  The Dow has reached (and then fallen back below) 20,000.  Should I take money off the table?

My preferred candidate didn’t win the election, and I think the world is going to hell in a handbasket.  Don’t you think I should sell my stocks now before it’s too late?

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