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The Art of Rebalancing
Manage episode 455134614 series 3378480
内容由Liz Whitteberry提供。所有播客内容（包括剧集、图形和播客描述）均由 Liz Whitteberry 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
We all know that rebalancing our portfolio is important, but when should we do it? Is it a December tradition- a January jumpstart? Or should it be triggered by your life changes or a change in the economy?
In this episode, Liz dives into the art of rebalancing. From calendar-based strategies to threshold triggers, life events, and market shifts, Liz breaks down the when, why, and how of keeping your portfolio aligned with your goals. Tune in to learn how rebalancing can optimize your investments and keep you on track for a confident retirement.
Here’s some of what we discuss in today’s show:
- What is rebalancing and why is it important?
- What is calendar-based rebalancing?
- What is threshold-based rebalancing?
- How do life events impact rebalancing?
- Should market conditions drive rebalancing?
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
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