Arbor recently completed its quarterly review and rebalancing of client portfolios. Overall, the rebalancing trades sold stocks and purchased bonds to bring portfolios back to their targeted stock/bond allocations. This is not surprising, given that stocks rallied strongly and outperformed bonds during the fourth quarter. What was surprising was that the type of stocks being...
2001 Butterfield Road Suite 500 Downers Grove, IL 60515
(+1) 630-701-9080