BeyondFunds by Jeff Wareham

Not sure if you listened to Fidelity Deputy Chief Economist Peter Drake over the weekend, but he and I discussed current economic conditions, and I thought his commentary was very encouraging for the long term.

As the economy recovers, and responds to both interest rate cuts and the fiscal stimulus package, investors need to revisit their investment portfolio, and be prepared for the impact of recovery on equity and bond prices. History tells us that specific segments do well at times like these…has your portfolio been rebalanced to reflect where we are in the economic cycle?