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?