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The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY
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Is rebalancing your portfolio a December tradition, a January jumpstart, or something triggered by a big life event or even the economy? Let’s explore the when, why, and how of rebalancing.
Here’s some of what we discuss in this episode:
- What is rebalancing and why it’s important.
- How life events can trigger a need to rebalance your portfolio.
- What is threshold rebalancing?
- When market conditions can impact rebalancing.
For more, visit us online: http://thefinancialanswer.com
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