What is Re-Balancing?
Submitted by Alloy Silverstein Financial Services, Inc. on December 12th, 2019Re-balancing, as it pertains to your investment portfolios, is the process by which we periodically “update” the allocation of your various investments so that they maintain your desired risk profile.
In English, this means that if you originally wanted to have 60% in stocks and 40% in bonds, and then the stock market went up so that your actual percentage is now 70% in