• The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY

  • 2024/12/26
  • 再生時間: 14 分
  • ポッドキャスト

The Art of Rebalancing: WHEN to Adjust Your Portfolio and WHY

  • サマリー

  • 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

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あらすじ・解説

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

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