Reviewing Rebalancing Strategies

from America's Wealth Management Show · host America's Wealth Management Show with Dean Barber

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. Retirement Plan Checklist: https://bit.ly/3tlEsWm Financial Planning Tool: https://bit.ly/48jCNPP Meet with Us: https://bit.ly/3GL6my0 What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg What to Know About Bonds, CDs, and Treasuries: https://youtu.be/fIKXL3DUL6k Reviewing Your Retirement Checklist: https://youtu.be/L_y7oLYzQlM Safe Withdrawal Rates for Retirement: https://youtu.be/Vld61sfqlEo 7 Wealth Protection Tactics: https://youtu.be/UyV3gNag68c

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This episode is 20 minutes long.

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This episode was published on December 18, 2023.

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