![]() Will the bull run continue in 2018? Should we be preparing for a market slow down? Am I properly allocated? What would Jim Cramer do, and should I care?! Plus, tax filing season is approaching, and Big Al’s Big Brain contains a whole bunch of stuff you need to know about the new tax law before you start working on those 1040s. Today on Your Money, Your Wealth, he recaps 2017’s global Goldilocks economy. That’s Brian Perry, CFP®, CFA® from Pure Financial Advisors. But it also speaks to the importance of time and perspective, is that if you have a portfolio that’s allocated appropriately for your time horizon, market movements are going to come and go, but you’re probably going to be okay.” – Brian Perry, CFP®, CFA®, Pure Financial Advisors I think that speaks to a couple things: it speaks to the importance of proper asset allocation. “ A 60/40 balanced portfolio in 2007, if somebody had hopped on a boat and sailed around the world for a couple of years, they would have come back in 2010, opened up their brokerage statement, and thought that nothing happened and it had been a dull market. (51:54) 9 Things You Need to Know About the New Tax Law (and a Few Extras).(40:22) 9 Things You Need to Know About the New Tax Law – MarketWatch.(27:38) Brian Perry: What About Bonds? Should I Change My Asset Allocation?.(18:59) What Will 2018 Hold for the Global Goldilocks Economy?.Will the bull run continue in 2018? Should we change our asset allocation to prepare our stock and bond portfolios for a market slow down? Are you properly allocated? What would Jim Cramer do, and should you care?! Plus, tax filing season is approaching, and Big Al’s Big Brain contains a whole bunch of stuff you need to know about the new tax law before you start working on those 1040s. ![]() Brian Perry, CFP®, CFA® from Pure Financial Advisors recaps 2017’s global Goldilocks economy. ![]()
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