Rebalancing – what it is, why it matters
/Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.
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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.
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