Heads Up!

Posted on July 28, 2015 by The Weekly Commentary

Two of the “Heat Map” indicators have been downgraded and the third, “The FED and its Policies” is subject to the results of the FED meeting this Wednesday. In addition, China’s economic slow-down coupled with its stock markets’ unusual gyrations are cause for concern.

RECOMMENDED ACTION: make sure any portfolio withdrawals anticipated during the upcoming 18 months (from your portfolio) are in more stable short term bonds or money funds. If you are aware (and we are not) of an upcoming withdrawal for a new car, home renovations, second home purchase, etc., please notify me ASAP to make sure the anticipated withdrawal is not invested in stocks or stock mutual funds.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

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