With your recent Profit-Sharing contribution deposit in your 401k and the latest market volatility, now is a great opportunity to rebalance your portfolio. If you have been using the CalmWater portfolio models, our research analysts have recently reviewed and updated them. To find our most recent models, go to: www.calmwaterfinancialnetwork.com and click “Resources” to get a drop-down list. At the bottom of the drop-down you will see “Financial Models”. Click that link and it will open the models where you will see Portfolios 1 through 5 (with 1 being least aggressive and 5 being most aggressive). Pick the portfolio you want to invest in then log on to Fidelity Net Benefits and under the “Investments” tab you will find “Change Investments”. Follow the prompts to the page where you input the appropriate percentages in the specified funds and hit “submit”. Boom! You have rebalanced your 401k!
CalmWater Financial Network®, 3204 W Benjamin Ave, Suite 200, Norfolk, NE 68701 ~ (402) 371-5511
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
www.calmwaterfinancialnetwork.com
New 401k Investment Models
March 26, 2025