Latest / The Financial Answer with Nathan O’Bryant
The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY
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
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.