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The CPA Group, P.C.
4267 Canal Avenue SW
Grandville, MI 49418
Phone: 616-538-0460
Website: www.thecpagroup.com
The financial markets have had their moments in 2023. And if you haven’t checked your portfolio and retirement plan asset allocations in a while, you could be in for a jolt. Your allocations may be out of line with your current investment goals, timeline and tolerance for risk, but you can fix the problem by rebalancing asset classes.
Generally, if one or more of the asset categories varies by more than 5%, you should consider rebalancing the weight in each asset class to better match your investment strategy.
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