Keep Calm and Lower Client Risk Exposure
Tactically, you want to look at where you can lower risk in the overall risk profile of a portfolio, especially for clients who are more sensitive to loss or near retirement," said Robert Bartenstein, chief executive of Kestra Private Wealth Services and a 20-year veteran of financial services. Specifically, it makes sense for most clients to increase allocations to large-cap stocks that pay good dividends and are less exposed to international trade wars, Mr. Bartenstein said.
Investment News, September 21, 2019
