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131. What is rebalancing and should I be doing it?

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Manage episode 511182419 series 3473627
Content provided by Maggie Tucker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Maggie Tucker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sometimes, your investment portfolio needs a course correction to stay safe and on track with your personal allocation strategy. We tackle the essential, yet often ignored, financial tune-up known as rebalancing. Learn exactly what rebalancing is, why this simple process is about managing risk (not chasing returns), and the practical steps to implement it, including smart tax strategies for your 401(k) and brokerage accounts.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/131-what-is-rebalancing-and-should-i-be-doing-it/

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 511182419 series 3473627
Content provided by Maggie Tucker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Maggie Tucker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sometimes, your investment portfolio needs a course correction to stay safe and on track with your personal allocation strategy. We tackle the essential, yet often ignored, financial tune-up known as rebalancing. Learn exactly what rebalancing is, why this simple process is about managing risk (not chasing returns), and the practical steps to implement it, including smart tax strategies for your 401(k) and brokerage accounts.

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/131-what-is-rebalancing-and-should-i-be-doing-it/

  continue reading

134 episodes

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