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When & How To Rebalance Your Portfolio
Manage episode 422219988 series 3378480
Liz Whitteberry द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Liz Whitteberry या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Have you ever wondered what it means to "rebalance" your investment portfolio and why it's important? If so, today's episode is just for you. Liz will explain the ins and outs of rebalancing, including when to do it and how often.
Tune in as Liz and Marc discuss why rebalancing is essential for managing portfolio volatility and staying on track with your financial goals. They'll cover everything from how frequently to rebalance to the tax implications and specific considerations for retirees. Plus, they’ll share a cautionary tale about the consequences of neglecting rebalancing.
Here’s some of what we discuss in today’s show:
- What is rebalancing your portfolio and why is it important?
- How often should you rebalance your portfolio?
- Is rebalancing different when you’re younger compared to when you’re older and closer to retirement?
- What are the tax implications of rebalancing, and how can they be managed?
- What are some common mistakes people make when it comes to rebalancing their portfolios?
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
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