cover of episode Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

Portfolio Rebalancing: The Top 4 Benefits for Retirement Investors

2021/2/9
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Stay Wealthy Retirement Podcast

Chapters

This chapter defines portfolio rebalancing, explains its importance in maintaining a target asset allocation, and discusses how market fluctuations can alter this balance, necessitating periodic adjustments.

Shownotes Transcript

Today I'm kicking off a 2-part series on Portfolio Rebalancing.

In part one, I'm sharing:

  • What portfolio rebalancing is
  • How and where it fits into your retirement plan
  • The top 4 benefits of a systematic rebalancing process

If you want to learn how a simple rebalancing plan can boost long-term investment returns, you're going to love this episode.