A quarterly performance update for Rafalko Advisors’ model portfolios.
As an independent registered investment advisor, we are focused solely on helping our clients (individuals and businesses) reach their financial and retirement plan goals. We hope you find the information shared here helpful.
2017 has been a good year so far in the equity markets. All major assets classes and short commodities, have [ … ]
On Thursday, October 12, 2017 Celia Rafalko, founder and Managing Principal of Rafalko Advisors and chair of its Investment Management Committee, [ … ]
We’ve taken the time to understand this new legislation and want to ensure all 401(k) Plan Sponsors know what to [ … ]
The Growth Model Portfolio is comprised of a greater percentage of stocks than bonds and is designed for clients who have at least 7 years of an investing horizon and higher risk tolerance.
The Ultra Conservative Model Portfolio is designed to be very stable and is for investors who want to be very conservative with their assets.
The Conservative Model Portfolio is comprised of stocks and bonds designed for investors who want to reduce the overall risk of their portfolios and place a strong emphasis on current income.