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Time to Re-Risk Your Portfilio

     If there is one thing that has been the subject of more speculation than Federal Reserve’s interest rate policy, I’d like to know what it is.  Unfortunately, all the talk has been such a distraction that many investors have been on the sidelines waiting for a clear signal telling them how or when they should invest. They’ve missed out on more upside trying to avoid a loss than they would have experienced had they stayed invested. On the other side, the rise in equity markets has made many investors complacent and, as a result, they have taken on more risk than they ordinarily would.
     It doesn’t have to be that way. Every group of investments has its own set of risk characteristics, of which interest rates are one.  Whatever your risk profile is, it’s never a bad time to look at what you own and consider whether the investments in your portfolio are best suited for you now or whether you need to make a change.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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