How To Rebalance Your Portfolio
Paul Merriman, Chris Pedersen and Daryl Bahls each share his studies and comments about rebalancing a portfolio—how often, how much change before rebalancing, and when does it make sense not to rebalance? They also answer listener/viewer questions and Paul makes a special offer for a free chapter from Larry Swedroe’s book, Your Complete Guide to a Successful & Secure Retirement. (See details in ‘Links’ below).
Q&A
Which asset classes should be in taxable accounts and which in tax-advantaged accounts?
To answer this oft-asked question, Paul recommends Larry Swedroe’s book, Your Complete Guide…
The skinny
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