Tag: IA



The Rebalancing Challenge

The Rebalancing Challenge

A Hypothetical Conversation That Could Be True. The concept of rebalancing is very simple. Let’s say an investor starts off with a model allocation of 50% stocks and 50% bonds.  The stock markets do well and after a year the portfolio sits at 70% stocks and 30% bonds. Investors pat themselves on the back and say something like, “I did great and now I want...

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