Strategic Update: Adjusting allocations in a Low-Rate World | Dec 2020 Webinar Recap

Time to Read: 3 Minutes

In our most recent webinar titled, “2021 Strategic Update: Adjusting allocations in a low-rate world”, we discuss how we are positioning our portfolios in the low-interest rate environment that exists today and we highlight some of the new tools that we are rolling out to clients in 2021. Here are the key takeaways:

• Low expected core bond returns expected for intermediate term, but this is not a reason to abandon fixed income as a shock absorber in portfolios.
• Most models will strategically adjust their benchmarks by ~5% in favor of equities over fixed income, in order to keep planning return assumptions intact.
• Stratos Private Wealth will dollar cost average into these newer models and rebalance in early 2021.
• Opportunities still exist in equities, even after a strong recovery.
• Stratos Private Wealth’s enhanced trading platform will allow more options for clients in 2021.
• Stratos Private Wealth’s enhanced planning portal, FinLife, rolling out to clients now!

Please contact Stratos Private Wealth if you would like to discuss your specific situation in more detail or to learn more about the service enhancements we are rolling out in 2021.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No reader should make any investment decision without first consulting his or her own personal financial advisor and conducting his or her own research and due diligence.

Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.  Stratos Wealth Partners and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only; and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  Investing involves risk including possible loss of principal. Some of the information contained herein has been obtained from third party sources which are reasonably believed to be reliable, but we cannot guarantee its accuracy or completeness. The information should not be regarded as a complete analysis of the subjects discussed.