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.

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