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An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How to Handle Market All-Time Highs

March 6, 2024

The US stock market has hit an all-time high, reaching levels not seen since January 2020. Kevin Grogan, Chief Investment Officer of Buckingham Strategic Partners, notes that historically the market hits new highs on average every two weeks, so the current two year gap is somewhat anomalous, as discussed in his video on all-time market highs. While some investors may be tempted to reduce stock exposure after such strong gains, the data shows market performance is generally not statistically different in the months following new highs compared to other periods.

When considering rebalancing a portfolio after a run up in stocks, the key factor is how the different asset classes within the portfolio have performed relative to each other rather than whether the overall market is at an all-time peak. If stocks have significantly outperformed bonds, it may make sense to sell some stocks and reinvest in bonds to bring the portfolio back in line with its long-term targets. However, if both stocks and bonds have seen gains, the portfolio could still be balanced and rebalancing may not be necessary.

Consider rebalancing based on a portfolio drifting from its long-term targets rather than trying to time the market around all-time highs. Investors with any questions about rebalancing their own portfolio in the current environment can consult with the investment advisory team at Omni 360 Advisors. Proper diversification and periodic rebalancing can help ensure a portfolio remains optimized to an individual’s risk tolerance and goals.

In summary, while the stock market hitting record highs may raise concerns, historical data shows this is a regular occurrence. The focus for investors should be on their unique portfolio structure and objectives, not overall market levels, when determining if and when rebalancing makes sense. For help with their portfolio, investors can contact Omni 360 Advisors.


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can be of assistance.

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Listen in, Join the Conversation!

Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more