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Happy birthday bull market: What does this mean for your portfolio?


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We recently celebrated the 10-year anniversary of the S&P 500 ascending from its low in March 2009, and many investors were hardly aware of the historic event. But timing is good to consider what, if anything, you should do right now to protect your portfolio.

As always, it’s best to begin your evaluation with a solid grasp on the current state of affairs.

Information in this document was prepared by DiMeo Schneider & Associates, L.L.C. and although information in this document has been obtained from sources believed to be reliable, RSM US Wealth Management LLC, DiMeo Schneider & Associates, L.L.C. and their respective affiliates do not guarantee its accuracy, completeness or reliability and are not responsible or liable for any direct, indirect or consequential losses from its use. Any such information may be incomplete or condensed and is subject to change without notice. The Frontier EngineerTM is a registered trademark of DiMeo Schneider & Associates, L.L.C.

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