3 Mid-Year Investment Moves to Make

Whether you're a seasoned investor or just starting out, here are 3 investment strategies to help you optimize your portfolio for the second half of the year.

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

[alphamale]

Sounds like I'm not the only person who partially moved from bond funds to a CD ladder.

[edsterling]

Mike, you do such a great job with these videos. You are a natural communicator. BTW today I rebalanced my fixed from all AGG to 50% tips fund, 25 short term gvmt issues, 25 AGG. Will sleep better.