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Rebalancing Your Investments. And Your Financial Plan - Episode 15
Manage episode 293992205 series 2934459
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Many of you might be familiar with the concept of portfolio rebalancing, or the idea of strategically moving your investments back to their target investment mix - or allocation - from time to time.
Well, the same holds true not just for your investments, but also for your entire financial plan.
Things change - with your investments and with your financial plan - because of... life.
Of course, the market changes too, but we can't control that.
Which is why it's important to understand the benefits of rebalancing when it makes sense.
Get in touch and let me know what you think.
And thank you for listening.
Visit my website to learn more.
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com
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