Check out the latest issue of OTL and our team member Josh Clifford’s article about whether to reduce exposure to stocks.

Global stock markets have performed strongly during 2017, pushing many broad market US and international indices to new highs. While investors welcome the performance, many also question whether they should reduce their exposure to stocks. The answer typically depends on their financial position relative to goals, investment horizon, and tradeoffs such as taxes. Investors with sufficient assets nearing retirement might consider reducing stock positions to reduce expected volatility.


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