Time for a Portfolio Tune-Up

Time for a Portfolio Tune-Up

Time for a Portfolio Tune-Up

Synopsis:
Everything in life that surrounds you requires maintenance. This includes your home, your car, your health, and even your investment portfolio. This week, we discuss one such form of financial tune-up called rebalancing, and answer the following key questions to help clients understand the concept:

  • What is rebalancing?
  • Why should I rebalance?
  • How should I rebalance?

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The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA.  It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.

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