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Rebalancing Your Portfolio

Rebalancing Your Portfolio

May 15, 2020

Friends,


The article below feels appropriate given the recently experienced volatility in the market. When markets move either way, the technique of rebalancing an investment portfolio at systematic levels allows the investor to make moves while limiting decisions driven by emotion.

Let us know if you would like to understand our take on rebalancing and how it could personally impact your plan.


Matt and Andrew

Rebalancing Your Portfolio