Asset Allocation for 2nd Quarter 2015

There are no changes to our Insightful Asset Allocation targets for the 2nd Quarter of 2015. That being said, we do recommend that it is time to rebalance the ‘Bond’ side of your portfolio. What we mean by that is to take your International Bond Fund(s) up to their target allocation by sell some of your US Bond Fund(s). If you need more information about which funds to include in these allocations, check our Favorite Mutual Funds list, Favorite ETFs , Model Mutual Fund Portfolios, or Model ETF Portfolios.

Asset Allocation April 2015