Word of the Week: Rebalance

Re-balancing is the process of restoring your portfolio to its target allocation once the investments have significantly moved out of their target ranges. As investments fluctuate, naturally some will become overweight and others will become underweight. These asset classes then need to be bought or sold in order to return back to their original target allocation for the portfolio. This disciplined process helps investors sell high and buy low.

X
Facebook
LinkedIn

Related Posts

Join Tamme Nash and Level Financial Advisors for this 60-minute overview of Medicare, enrollment requirements, and important tips to avoid

Contact Us

Schedule a Free 15-Minute Call

Contact Us