Market Surge: What’s Your Next Move?

A market surge can be tempting, but selling may not be the best move. Let’s explore your options.

Need Immediate Cash?

If you need cash soon, selling some investments might be a smart choice. Take advantage of the market rally.

Approaching Retirement

As retirement nears, shifting from equities to safer assets like fixed income could be a prudent move.

Portfolio Out of Balance

A market surge can skew your portfolio. Rebalancing will help you maintain your desired risk level.

Switching Investments

Moving from overvalued to undervalued stocks can be beneficial. Focus on evaluating fundamentals before making a switch.

Minimizing Future Regret

When deciding to sell or hold, consider which choice will lead to less regret in the future.