Best Practices for Custom Rebalancing Strategies
Rebalancing your portfolio ensures your investments stay aligned with your financial goals and risk tolerance, even as markets fluctuate. Without it, your asset allocation can drift, exposing you to unintended risks. For example, a 60/40 stock-to-bond portfolio could shift to 65/35 during a bull market, increasing your exposure to equities. Here’s what you need to … Read more
