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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