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CFP-INV: Portfolio Rebalancing Strategies: Calendar vs. Tolerance Band Rebalancing and Tax Friction
Hey, welcome to VoraPrep Audio. Thanks for tuning in. Today we're talking about portfolio rebalancing. It sounds simple, but it's one of the hardest things for investors to actually do. We all want to "buy low and sell high." But our brains are often wired to do the exact opposite. When stocks are s…
The skinny
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