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401k/403b Traffic Light Advisor

Red Light: Consider moving to cash and lower risk assets, preserve value.
Yellow Light: Consider balancing lower risk and moderate risk assets, avoid higher risk assets, seek moderate return.
Green Light: Consider increasing higher risk assets, seek higher return.

Current Investment Headwinds:

  • Negative economic impact of Coronavirus Pandemic
  • Lower Global Economic Growth Rate
  • Several countries entering Recession
  • Oil Markets in Price Freefall

Current Investment Tailwinds

  • Low U.S. Unemployment Rate
  • Low Inflation
  • Health of the U.S. Consumer