Tip of the Month: Rebalancing
What is rebalancing? Rebalancing is simply readjusting your portfolio back to the original allocation that took into account your risk tolerance and time horizon. Put another way, rebalancing forces you to adhere to your investment strategy over time. You rebalance by selling assets that make up too much of your portfolio and use the proceeds to buy back those that now make up too little of your portfolio. The net effect is to “sell high and buy low.” (An automatic rebalancing feature may be available through your current retirement plan provider. Visit your provider’s website for more information.
Educational use only.
IN THIS ISSUE
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Common Money Perceptions
Our unique perceptions and feelings about money impact how we handle our finances. Below, we’ve broken down a few money perceptions and provided tips to maximize financial success for each. “Money … read more
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10 Cybersecurity Tips for Retirement Accounts
In general, the technology used by the retirement industry is secure, and plan providers have multiple safeguards in place to prevent cyber criminals from accessing accounts. However, these simple … read more
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Tip of the Month: Have a Beneficiary
Through a beneficiary, you can designate the individual or entity that will receive your retirement assets. This can often be designated online through your retirement plan provider’s website, and … read more
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ARCHIVES
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Beneficiaries: Have a Plan for Your Assets
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Six Holiday Budgeting Tips
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Tip of the Month: See if You’re on Track
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Tip of the Month: See if You’re on Track
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5 Tips for Paying Off Student Loans
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Regaining Financial Stability
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Tip of the Month: Avoid Student Loan Forgiveness Scams
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New Parents, New Accounts – Saving for Education
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Common Money Perceptions
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Tip of the Month: Have a Beneficiary
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