Allocation and reallocation: The heart of your portfolio

You've set up your workplace retirement plan (401k or other qualified plan) or your individual Traditional or Roth IRA or both. Now what? These are just IRS labels to give your plan its status. Think of them as an empty cart that now needs to be filled in order to reach your retirement or financial goals. Here at Priority Financial we have the expertise and training to make initial fund allocations and to monitor those allocations on a continual basis. Trends in the market change, market leaders come and go, cycles change in terms of domestic stocks vs foreign stocks, value vs growth, large cap funds vs small cap, equities vs bonds and others. Can you spot these shifts? Will your broker keep you apprised of them? Most other advisers are content with placing you in a diversified portfolio and don't change it regardless of what the market does. That is not the case here at Priority Financial. We use a combination of your investor profile, fund manager reports, fundamental research and judgmental technical analysis to assure that your portfolio stays consistent with market leadership. That is also why managed portfolios" do on average 20% better than unmanaged ones.