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The Art of Rebalancing
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We all know that rebalancing our portfolio is important, but when should we do it? Is it a December tradition- a January jumpstart? Or should it be triggered by your life changes or a change in the economy?
In this episode, Liz dives into the art of rebalancing. From calendar-based strategies to threshold triggers, life events, and market shifts, Liz breaks down the when, why, and how of keeping your portfolio aligned with your goals. Tune in to learn how rebalancing can optimize your investments and keep you on track for a confident retirement.
Here’s some of what we discuss in today’s show:
- What is rebalancing and why is it important?
- What is calendar-based rebalancing?
- What is threshold-based rebalancing?
- How do life events impact rebalancing?
- Should market conditions drive rebalancing?
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