This Could Be Good For Everyday People

Portfolio returns have been hurt because both bonds and stocks have declined. Simply stocks declining, by themselves, is not the answer, because the professional portfolio manager has a disciplined, dynamically changing mix.

For Comprehensive Financial Planning clients, they receive an evaluation of their mix of assets, liabilities, cash flows, and most importantly, a perspective of which mix can hurt them, and if that occurred, how much downside could exist.

Perversely, the list of bullet points can result in a normalization of the disciplined portfolio mix.

Reminder: the Fed hasn’t even started selling. So the crossfire here is going to get intense, on top of what has already occurred.