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

from The Financial Answer with Nathan O’Bryant · host Nathan O’ Bryant

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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This episode is 13 minutes long.

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This episode was published on December 26, 2024.

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