Stocks Are Riding High … But Is It Time to Pull Back on Your Investments?

Martha White of NBC News includes Joe Heider, president of Cirrus Wealth Management, in an article about the rising stock market. “It’s not just the ‘Trump rally’ – over the last 12 months, markets are up 20 percent-plus. Because of what’s happened with stocks and relatively low performance on bonds, we’re rebalancing back to where they were, taking 3 to 5 percent of the gain, in essence, off the table and reallocating it back to more conservative investments,” he says