Should You Rebalance Your Portfolio in 2020?

Rebalance Your Portfolio in 2020?

John Bubello, CFP®, CRPS® and fiduciary advisor talks about rebalancing your portfolio in 2020.

How To Work With John

I specialize in retirement, and I work with clients as they prepare for, transition into, and enjoy their retirement. There are many ways to work with a financial advisor and to prepare for your retirement, so I wanted to explain the specific services I provide and...

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Make no assumptions. Instead “Think Again”.

During a never ending flow of outsized opinions...where opinion is news and the news is opinion, “Make no assumptions” may be the timeliest advice of all.    Political beliefs.  Life choices.  Retirement financial decisions.   For this reason a conversation...

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The Markets & Your Retirement

It was approximately 16 months ago that we first discussed the coronavirus in these missives. At that time history was telling us that while viruses have a habit of forming frequently, rarely do they have effects on a global scale.      Covid-19 is an outlier.  ...

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John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida, State of North Carolina and other jurisdictions where registered or exempted.