Why and When to Rebalance Your Portfolio

We talk about financial planning all the time, but plans aren’t concrete. You need to have some flexibility as the years pass. Today, we’ll share how to rebalance your portfolio and why it’s important.  

 

Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-38-why-and-when-to-rebalance-your-portfolio 

 

What we discuss on this episode: 

0:47 – Rebalancing

2:04 – How often to rebalance

2:49 – Younger versus older

3:30 – Investment vehicles

4:28 – How long Mark has been doing this work

5:33 – Personal story