Empowered Investor Series – Dimensions of Re-Balancing

Empowered Investor Series – Dimensions of Re-Balancing

When:
September 21, 2022 @ 6:00 pm – 7:30 pm
2022-09-21T18:00:00-05:00
2022-09-21T19:30:00-05:00
Contact:
Event Coordinator
920-893-5262

Dimensions of Re-Balancing

September 21st, 6:00pm-7:30pm CT

Do you know the difference between market timing and re-balancing?

Re-balancing is essential for long-term prudent investing and risk control. When the markets dive there is a strong human instinct to “take action”.  Most often it is the wrong action.  In the face of uncertainty, it takes courage to remain disciplined and re-balance.

Re-balancing is complex at both an implementation level and at a human nature level. It takes a very specific approach to portfolio design and coaching to have re-balancing work.

Join us to examine what re-balancing is and how it benefits the investor.

We see re-balancing as one of the three simple rules of investing.  The two other important rules of investing involve the investment of equities and diversification. Re-balancing can make a big difference to your financial well-being.

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