4 Smart Investment Moves to Make Now

56% of Americans are simply guessing at how much they'll need for retirement, according to a study by Northwestern Mutual in 2019. 

And when the Transamerica Center for Retirement Studies asked last year, half of all millennials believed saving $300,000 or less would be sufficient for retirement.  

We asked four financial experts to suggest their smart investment moves for 2022. 

Consider Global Investments

Grant Bledsoe (CFA, CFP) sees many new clients come to him with almost all their stock and bond holdings in U.S.-based organizations. He believes this could be a mistake. 

“January is a great time to take a look at your current holdings and rebalance them to include more Non-U.S. based holdings. They provide valuable diversification benefits, and with sky-high U.S. market valuations right now, they could perform better over the next 5-10 years.” 

Rethink Individual Stock Holdings

According to Robert J Loyd (CPA), the types of stocks that have made money over the last two years are unlikely to see the same results in 2022. 

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