What Your Advisor Should Tell You About Portfolio Rebalancing

Lucas and Luna explain the mechanics and tax implications of portfolio rebalancing, using a concrete example of a 60/40 stock-bond portfolio that drifted to 70/30 after a strong equity rally. They discuss the trade-offs between rebalancing in taxable vs. tax-advantaged accounts, the role of bands vs. calendar rebalancing, and why your advisor should explicitly outline the rebalancing policy. The episode includes real-world numbers from the first half of 2026, showing how a good rebalancing strategy can add 0.5% to 1% per year in after-tax returns. #PortfolioRebalancing #AssetAllocation #TaxEfficiency #FinancialAdvisor #InvestmentStrategy #RebalancingBands #TaxLossHarvesting #CapitalGains #RetirementAccounts #AdvisorFiduciary #PersonalFinance #Finance #WealthManagement #FexingoBusiness #BusinessPodcast #FinancialPlanning #StockBondPortfolio #CostBasis Keep every episode free: buymeacoffee.com/fexingo