9. Does Rebalancing Matter More Than Market Timing?
Rebalancing sounds simple until you’re the one facing volatile markets, unexpected tax consequences, and the emotional roller coaster that pushes investors to react at the worst possible moments. In this conversation, our host Anthony Stich sits down with Julie Rich, a seasoned advisor with more than 20 years of experience, to explore why rebalancing is less about timing and more about understanding your allocation, your behavior, and your long-term plan.
Julie explains how portfolios drift over time, why discipline outperforms instinct, and how taxes, asset placement, and account type shape…
The skinny
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