Reviewing Rebalancing Strategies

An episode of the America's Wealth Management Show podcast, hosted by America's Wealth Management Show with Dean Barber, titled "Reviewing Rebalancing Strategies" was published on December 18, 2023 and runs 20 minutes.

December 18, 2023 ·20m · America's Wealth Management Show

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Episode Description

Does two years ago feel more like 20 years ago to you? It can certainly feel that way when thinking about the markets. When Dean Barber and Bud Kasper mentioned the idea of reviewing rebalancing strategies to people two years ago, some of them thought they were crazy. After all, the stock market was on a tear and had been thriving since April 2020. Well, we all know how 2022 turned out, as we saw double-digit negative returns in stocks and bonds. It didn't take long to see why Dean and Bud were talking about reviewing rebalancing strategies.

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