EPISODE SUMMARY

Over time your investment portfolio will move along with the market.  Stocks and bonds will move at different speeds and sometimes in different directions.  These investments in your portfolio won’t stay in the perfect split that you want.  To keep your risk profile in check and take advantage of lower prices in other assets, rebalancing is your friend!

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TOPICS IN THIS EPISODE

1. What is target asset allocation
2. What might lead you to need to rebalance 
3. Methods to rebalance 
4. Rebalance frequency 

OTHER EPISODES

20. Understanding Investment Risk 

21. Stocks, Bonds, or Cash? How do you Decide?

37. Dips, Corrections and Crashes


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