Lee DeLorenzo, President of United Asset Strategies, Inc. Weighs In On 401(k) Investment Strategies

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In the January 6, 2017 issue of Investor’s Business Daily, Lee DeLorenzo was quoted in an article entitled, “6 Steps To Take With Your Financial Action Plan Now”

Planning for the Possibilities®

“Updating your financial plan in 2017 should be as easy as baking a cake,” says financial advisor Lee DeLorenzo.

Lee DeLorenzo, President of United Asset Strategies in Garden City advises taking action in a 401(k) by increasing small and midcap stocks and stock funds. In addition, Lee recommends cutting a 401(k) interest-rate risk by changing the percentage of traditional bond funds to a combination of stable value funds and flexible, higher risk bonds as well.

In addition to 401(k), United Asset Strategies, Inc. offers a broad range of money management and planning services.

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Lee DeLorenzo
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