Portfolio Rebalancing Archives - Legacy Wealth Management

How Aggressive Should My Investments Be Right Now?

How Aggressive Should My Investments Be Right Now?

When the stock market keeps setting new records, investors tend to ask two very reasonable questions. First: “Should I be more aggressive so I do

By Jeff Funderburk|2026-09-15T13:46:16-06:00September 15th, 2026|Categories: Articles|Tags: 2026, Asset Allocation Strategy, Financial Advice, financial advisor, financial planning, Long Term Investment Strategy, Portfolio Rebalancing, Wealth Preservation|0 Comments

Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).