Anthony Benante, a CFA® charterholder with Baron Financial Group, is quoted in an article on NJMoneyHelp.com by Karin Price Mueller, originally published on October 2, 2020. When asked about market volatility and what it means for your portfolio, Anthony said:
“A person needs to have an effective financial plan determining a risk-appropriate strategy that includes rules on opportunistic rebalancing, and it helps to set the plan ahead of market volatility for any reason. Having this type of plan in place before the election will help set guidelines for rebalancing an investment portfolio as volatility occurs.”
If you have any questions, please reach out to your Baron Team.
Disclosure: This material is not intended to be relied upon as a forecast, research, tax or investment advice. Please consult your financial planning and tax professional for personal advice.