Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their portfolio based on several targets, but over time rebalancing is necessary to maintain those targets.
In this episode, Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP® explain their hands-on approach to rebalancing, and the importance of rebalancing across a household of accounts rather than individual accounts.
Ryan and Nick also talk about:
- Two types of rebalances
- The importance of rebalancing accounts
- Why you don’t want one asset class to grow too big
- And more
Connect With Ryan English and Nicholas Roth:
- Foster & Motley
- LinkedIn: Ryan English
- LinkedIn: Nicholas Roth
- LinkedIn: Foster & Motley
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