Latest / The Red Zone Retirement Program
The Art of Rebalancing
Do you rebalance at the end of the year, beginning of the new year, or when something happens in life? Rebalancing is an artform of sorts, and it's a crucial part of maintaining your financial health as you approach retirement. Let's explore this concept and why it's often more complex than you'd expect.
John will describe how periodic adjustments—whether calendar-based, threshold-based, or triggered by life events—help maintain desired risk levels and asset allocation. Rebalancing isn't about market timing but sticking to a disciplined approach, especially in volatile…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.