Broker Check

Henry Wealth MOMENT Video: Four Ways to be Bullish in the Bear Market

April 28, 2020

We are pleased to present a new, WORK FROM HOME video entitled, Henry Wealth WFH Moment #13: Being Bullish in the Bear Market

This short message will summarize the rapid decline and almost as fast ascent halfway back of the financial markets, while shedding light on four important questions: 

1- Should I rebalance my portfolio?

2- Should I reallocate to a slightly more aggressive/bullish portfolio?

3- If I have excess cash should I dollar-cost-average it into my portfolio? 

4- If I have excess cash should I add it in as a lump-sum? 

We’re certainly available to discuss these and any other financial planning and asset management-related questions with you.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.