Is Rebalancing Right for Your Portfolios?


Is rebalancing your portfolios right for you? As we near the final trading days of 2019, it’s a good time to check the status of your portfolios and see if you need to make any adjustments. We’ll be looking at a couple of portfolios, one that probably should be rebalanced and one that doesn’t need any changes. We’ll be glad to answer your questions as well.