Investors in an Aging Bull Market

Many investors who have participated in the eight-year bull market have done well. But those approaching retirement may wonder if it’s time to transition assets to more conservative holdings.

Here are factors to consider before making a decision about changing your portfolio: The U.S. economy and markets are still in good shape. U.S. stock valuations continue at above long-term averages, interest rates and unemployment are low and consumer confidence is high. It’s also important to remember that today’s 65-year-olds are statistically likely to live into their 80s.

Based on these factors, some investors with substantial financial resources and who are comfortable with leveraging market risk for longer-term financial goals may want to discuss with their financial advisor whether they should stay the course in their equity allocation even after they retire. Give us a call at (952) 460­-3260, and we’ll be happy to help you weigh the potential risks vs. rewards of your current strategy.

The content provided here is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice. Contact us at or call us at (952) 460­-3260 to schedule a time to discuss your financial situation and the potential role of investments in your financial strategy.

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