Portfolio Rebalancing
Greetings Clients:
Happy end of July!
We reviewed accounts today and placed a few trades. Mostly we put extra cash to work, but we also
trimmed intermediate-term bond exposure and shifted from overweighted US stocks to underweighted
international stocks in a few portfolios. We just love buying on sale.
Please let us know if you have any questions or if your cash needs have changed.
Best,
John