Times of significant volatility in the markets create opportunities to reevaluate and rebalance your portfolio assets.
“Expect volatility, and where there’s volatility there’s opportunity,” said Jason Hendricks, a Milford resident and portfolio manager with Crestwood Advisors. “At the same time, keep your eyes open to make sure your investment portfolio is aligned with your plan. It isn’t a competition — your goal is not necessarily to hit a certain benchmark or things like that. You should figure out what you are trying to achieve, and make sure your portfolio reflects that.”
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