Rebalancing Your Portfolio: Looking at a Midyear Rebalance

As we enter the second half of the year, it's time to take a closer look at your investment portfolio and consider a midyear rebalance. Rebalancing your portfolio can help you stay on track toward your financial goals. Dean Barber and Bud Kasper explained the concept of rebalancing and its role in maintaining a well-diversified and optimized portfolio on America's Wealth Management Show. They're going to help us look at the benefits of periodic adjustments, keeping your risk tolerance in check, and taking advantage of opportunities. Timestamps: 00:00 – Introduction 01:47 – Where is this Market Run Coming From? 02:52 – What is Rebalancing? 05:20 – Why Rebalance Now? 07:02 – TRIVIA: Where Did Wall Street Derive Its Name? 07:53 – Creating the Right Asset Allocation 12:07 – TRIVIA: When Was the DJIA Established? 13:01 – The Tech Heavy NASDAQ 16:11 – Equal-Weight vs. Cap Weight 16:48 – Let's Talk About the Fed 17:55 – Taxation, Rebalancing, and Capital Gains 21:01 – What We Learned Today More on this episode: https://modwm.com/rebalancing-your-portfolio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio Tax Rates Sunset in 2026 and Why That Matters: https://www.modwm.com/tax-rates-sunset-in-2026-and-why-that-matters/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio Start Planning: https://www.modwm.com/retirement-planning-tool/radio/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=rebalancing-portfolio Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow