You’ve heard me talk about the huge outperformance of growth vs value investing since the great recession. Take time to review your portfolio and rebalance if needed.

Over the last few weeks you have heard me say that growth investing has had a historical run since the bottom of the market in 2009; handily outperforming value investing. This is your cue to do a portfolio review to try and figure out if you are investing areas that have run too far. Good value investors are very patient and realize that long term pay offs matter more than short term market movements. Other topics include:

• Momentum’s worst daily performance relative to value since early 2013
• Getting your portfolio to last longer in retirement
• How to save Social Security

 

Managing your money can be complicated. Join Rob and I for one of our two Wealth Building & Retirement Planning Seminars on September 21st. Click HERE to sign up!

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.