Plan Confidence™

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Quarterly Rebalancing - All Strategic Models

Today, October 3rd, 2022, we released new recommendations on how to invest the money in your 401k / 403b accounts. We are moving from "value" style of investing to a "blend" style to take advantage of the opportunities presented by this volatile stock market. Be sure to login to your Plan Confidence dashboard to check out your exact advice. And be sure to contact your financial advisor if you have any questions, comments or concerns.