LV BUSINESS: Wealth Management Guide

July 17th, 2018

Timothy G. Roof, CFP® Vice President at Valley National Financial Advisors offers insight in the Lehigh Valley Business Wealth Management Guide 2018.

What happens after nearly nine years of bull?

Patience, a level head during transition, long-term strategies and short-term restraint are hallmarks of successfully transitioning from a long, bull stock market environment — whether it continues or shifts to a less lucrative bear market, area experts said.

“We have found aligning a portfolio’s asset allocation to meet specific objectives can establish reasonable expectations and help with risk management,” Roof said.

READ THE ARTICLE: After The Bull? 

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