This report contains the 2023 Q1 quarterly allocations for your retirement plan’s tactical models. As of this quarterly review, the U.S. equity trend indicator was negative, the international trend indicator was positive, and the Balance of Strength Signal was negative. The Bond Bull-Bear Indicator remains negative. The models will be moving from their minimum high risk exposure to a little above their minimums and will add to their fixed income exposure. Model changes will take place in January. Please read the full report for details.
If you are uncomfortable with your selected model maintaining its currently low High Risk Category exposure, we recommend that you look at other plan investment options or a more aggressive tactical model. You can also contact your investment advisor representative, Stephen Hetrick at Hetrick@retirementc.com or 717-545-1447 to discuss your concerns and alternative options. Feel free to jump right to the model pages or first read our model and market commentary. As always, if you have questions regarding these models, your deferred compensation account, or retirement planning; do not hesitate to contact us.