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May 2017 - Words on Wealth
  • Investing

    How To Rebalance Your Portfolio

    No, I’m not talking about rebalancing your chakras, I’m talking about your investments. You know, your 401(k) and that IRA you have stashed in a filing cabinet. With the U.S. stock markets trending up over the last few years (as of July 2019), if rebalancing isn’t on your mind perhaps it ought to be. Rebalancing sounds simple in theory but in practice can actually be quite complicated. In this post we will look at the what, why and when of rebalancing your portfolio. What Is Rebalancing? Let’s start with the question you may be wondering but don’t want to ask – what is rebalancing? I’m so glad you asked! Words…