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Re: Portfolio Rebalancing Questions
Hi, I wanted to follow up on our rebalancing discussion. With rates shifting, should we adjust the fixed income allocation?
Hi Michael, Great question — based on your current allocation and our Q4 discussion, I'd recommend shifting 15% from fixed income into diversified equity. Happy to discuss on a call this week.
message for Michael Torres
Michael Torres Make it more concise and add a meeting link
Updated draft: Hi Michael, I'd shift 15% from fixed income to diversified equity. Let's discuss:
calendly.com/advisor/mtorres
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