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Hockey legend Wayne Gretzky noted that good players skate where the puck is, but great players skate where the puck is going to be. In hockey, like in investing, the puck doesn’t always go where you expect. And since the pace of change worldwide seems to be accelerating, you’ll want to properly position your portfolio for what’s ahead.
Thinking about how the world is changing may remind you about other changes in your situation or financial goals. Make sure you address those as you work with your financial advisor to help keep your portfolio positioned wherever the puck is going to be. We recommend three actions:
We see signs of a synchronized rebound in global growth, propelled by low interest rates and brighter prospects. But U.S. interest rates have already started to rise slowly, and markets could be more volatile ahead. Disruptive technologies as well as possible tax and trade policies may affect your job as well as your shopping. Review your investments and make adjustments if needed to help keep them well-positioned for what’s ahead, rather than where the puck has been.
Before investing in bonds, you should understand the risks involved, including credit risk and market risk. Bond investments are also subject to interest rate risk such that when interest rates rise, the prices of bonds can decrease, and the investor can lose principal value if the investment is sold prior to maturity.
Investing in equities involves risks. The value of your shares will fluctuate, and you may lose principal.
Small- and mid-cap stocks tend to be more volatile than large company stocks.
Special risks are inherent to international investing, including those related to currency fluctuations and foreign political and economic events.