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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:

  • Slower Economic Growth outside of the U.S and China
  • Remaining impact of the pandemic on domestic growth
  • Persistent high unemployment
  • Potential for high Inflation
  • Potential for higher Taxes

Current Investment Tailwinds

  • Federal Reserve interest rate policy
  • Combined effect of Stimulus packages and possible Infrastructure Spending
  • Economic impact of re-opening the economy
  • Potential for absence of major war events