Empowered Investor Series – Dimensions of Re-Balancing

Empowered Investor Series – Dimensions of Re-Balancing

September 20, 2022 @ 11:30 am – 1:00 pm
Event Coordinator

Dimensions of Re-Balancing

September 20th, 11:30am-1pm 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.

Click Register Now! for Zoom login information.



Would you like to attend this session in-office for a lunch and learn instead?  Send us your Name and Email address and we will register you for our in-person presentation at info@veritasinvesting.com.