Rebalancing Your Portfolio – with Carol Bell & Susan Koe
Better Money DecisionsJul 7
As the market changes, your portfolio can get out of balance. Here are some tips on when you can know whether it is time to rebalance.
As the market changes, your portfolio can get out of balance. Here are some tips on when you can know whether it is time to rebalance.
Your equity asset mix should not be thrown together on a whim.
Alternative investments can provide additional protection when one or more asset classes decline.
The wrong assortment of securities could do more harm than good.
Being diversified involves much more than guesswork and throwing together a few securities.
Often, there’s no magic behind a fund’s performance since it occurred in its overall asset class.
Investors are better off to ignore short-term factors and stick with their predetermined allocations.
Concerns over the yield curve and aging bull market could trigger emotional response.
Volatility can be upsetting but remaining in the market brings rebound benefits.
Forecasts are aimed at the mass market and rarely help individual investors.
All investors need a plan you stick with, through thick and thin, no matter what the market does.
5 Serious Mistakes To Avoid In Retirement
Pursuing A Better Investment Experience
The 10 Steps Every Smart Woman Must Take to Ensure Her Money Lasts In Retirement