For the first time since 1973, investors are putting a lot of their money in S&P 500 index funds or in mutual funds that use the S&P 500 as a benchmark. Most investors probably don’t know that about 80% of the gains we’ve seen this year are due to the performance of only 10 companies! In other words, you may have a lot of money tied up in just a few stocks, which could mean you’re taking on more risk than you know.

To manage that potential volatility, Sean recommends you:

-Diversify Beyond the S&P 500
-Consider Buffered ETFs
-Consider Structured Notes

If you would like to take a deep dive into your portfolio to make sure you’re properly diversified and not taking on too much risk, please reach out to Sean by calling 603-715-2335 or reach out via our contact page.