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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.

Level Financial Advisors
Level Financial Advisors