How Market Declines Lead To Advantageous Portfolio Rebalancing

There’s room for portfolio rebalancing improvement among fund managers and financial advisors. In this video I’ll explain why investors can’t get hung up on declines on individual investments in their portfolios, and why these temporary declines may present strategic rebalancing opportunities. If you have questions about your specific situation please reach out to me. The strategies I discuss in the video apply in any investment account (401k, IRA, or taxable account).

Please click the image below to start the video. Thank you.