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.
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