We had an interesting day on Wall Street as sectors that rallied post-election see tough times and sectors that didn’t fare well see strength. Since market returns took a breather this January I take a moment to remind you not to make the same mistakes many did last February and stick with a portfolio that matches your risk tolerance and goals. How do you measure the levels of risk in your portfolio? Other topics include:

• Email scam disguised as PayPal
• Single stock risk analysis
• Analyzing risk and rebalancing the stock side of your portfolio
• How taxes and transaction costs come into play depending on whether you sell or use cash and dividends to rebalance portfolio
• Buying vs. leasing a car

 

 

Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry! 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

<>/p